Mowery & Schoenfeld Wealth Management, LLC Leuthold Fds Inc Core ETF Put Options Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51.9 Billion
- Q1 2024
Put Options
0 transactions
Quarter | Operation | Price Per put | puts change | puts Held | SEC Form |
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Others Institutions Holding LCR
# of Institutions
18Shares Held
1.71MCall Options Held
0Put Options Held
0-
Bridgeworth, LLC Birmingham, AL906KShares$31 Million2.89% of portfolio
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Legend Financial Advisors, Inc. Pittsburgh, PA243KShares$8.33 Million5.82% of portfolio
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Spire Wealth Management156KShares$5.35 Million0.17% of portfolio
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Capital Investment Advisory Services, LLC95KShares$3.25 Million0.36% of portfolio
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Koshinski Asset Management, Inc.53.6KShares$1.83 Million0.17% of portfolio