Mowery & Schoenfeld Wealth Management, LLC Options Holdings

Mowery & Schoenfeld Wealth Management, LLC

  • $51 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 456
  • Current Value $51 Billion
  • Prior Value $51.4 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 05, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 80 stocks
  • Additional Purchases 95 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 173 stocks
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