Mowery & Schoenfeld Wealth Management, LLC Purchases and Sells in Q1 2024

Mowery & Schoenfeld Wealth Management, LLC

  • $51.9 Billion
  • Q1 2024

Top Buys

Incresed Positions

18 operations
Stock Shares change Price Range Shares Held Trade History
9.1K
+ 12.33%
$93.48 - $101.41 $851K - $923K
82.9K $8.41B
2K
+ 3.74%
$137.1 - $157.55 $275K - $316K
55.6K $8.67B
2.37K
+ 1.56%
$28.62 - $31.95 $67.7K - $75.6K
154K $4.92B
393
+ 14.48%
$367.75 - $429.37 $145K - $169K
3.11K $1.31B
1.7K
+ 19.8%
$91.4 - $91.8 $156K - $156K
10.3K $946M
1.29K
+ 7564.71%
$109.52 - $120.96 $141K - $156K
1.3K $148M
View all

New Holdings

12 operations
Stock Shares change Price Range Shares Held Trade History
2.48K
New
$159.82 - $182.1 $396K - $452K
2.48K $452M
4.57K
New
$21.97 - $25.87 $100K - $118K
4.57K $118M
337
New
$225.25 - $260.21 $75.9K - $87.7K
337 $87.3M
125
New
$586.82 - $669.36 $73.4K - $83.7K
125 $81.3M
418
New
$136.79 - $156.49 $57.2K - $65.4K
418 $65.4M
705
New
$69.24 - $76.96 $48.8K - $54.3K
705 $50.6M
View all

Top Sells

Reduced Positions

42 operations
Stock Shares change Price Range Shares Held Trade History
-18.7K
- 17.88%
$50.64 - $51.08 $945K - $953K
85.7K $4.37B
-747
- 44.41%
$469.56 - $525.73 $351K - $393K
935 $492M
-190
- 1.59%
$169.0 - $195.18 $32.1K - $37.1K
11.8K $2.01B
-19
- 2.11%
$162.5 - $248.42 $3.09K - $4.72K
882 $155M
-664
- 4.39%
$99.81 - $100.54 $66.3K - $66.8K
14.4K $1.45B
-2.01K
- 35.56%
$27.45 - $30.1 $55.2K - $60.5K
3.64K $110M
View all

Sold Out

20 operations
Stock Shares change Price Range Shares Held Trade History
INNOVATOR ETFS TR
-15.1K
Closed
N/A
0 $0
-2.96K
Closed
$84.87 - $93.71 $251K - $277K
0 $0
-5.25K
Closed
N/A
0 $0
-2.64K
Closed
$93.54 - $96.82 $247K - $255K
0 $0
-5.96K
Closed
$36.04 - $40.78 $215K - $243K
0 $0
-2.2K
Closed
$73.07 - $78.33 $160K - $172K
0 $0
View all
Activity Summary
Buys All Purchases 30 New Holdings 12 Increased Positions 18 Sells All Sells 62 Reductions 42 Sold out 20 Options Calls 0 Puts 0
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