Mowery & Schoenfeld Wealth Management, LLC Leuthold Fds Inc Core ETF Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $69.6 Billion
- Q2 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Leuthold Fds Inc Core ETF stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 111,335 shares of LCR stock, worth $3.92 Million. This represents 5.38% of its overall portfolio holdings.
Number of Shares
111,335
Previous 87,238
27.62%
Holding current value
$3.92 Million
Previous $2.94 Billion
27.4%
% of portfolio
5.38%
Previous 5.67%
Shares
3 transactions
Others Institutions Holding LCR
# of Institutions
21Shares Held
2.61MCall Options Held
0Put Options Held
0-
Bridgeworth, LLC Birmingham, AL906KShares$31.9 Million2.89% of portfolio
-
Savant Capital, LLC834KShares$29.4 Million0.28% of portfolio
-
Legend Financial Advisors, Inc. Pittsburgh, PA243KShares$8.58 Million5.82% of portfolio
-
Spire Wealth Management156KShares$5.52 Million0.19% of portfolio
-
Capital Investment Advisory Services, LLC68.8KShares$2.42 Million0.25% of portfolio