Mowery & Schoenfeld Wealth Management, LLC Wisdomtree Tr U.S Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $63.3 Billion
- Q3 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 740 shares of DHS stock, worth $72,127. This represents 0.11% of its overall portfolio holdings.
Number of Shares
740
Previous 740
-0.0%
Holding current value
$72,127
Previous $62.6 Million
10.89%
% of portfolio
0.11%
Previous 0.09%
Shares
1 transactions
Others Institutions Holding DHS
# of Institutions
222Shares Held
5.71MCall Options Held
0Put Options Held
0-
Cwm, LLC911KShares$88.8 Million0.37% of portfolio
-
Wells Fargo & Company San Francisco, CA427KShares$41.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC393KShares$38.3 Million0.02% of portfolio
-
Linscomb & Williams, Inc. Houston, TX357KShares$34.8 Million1.67% of portfolio
-
Cetera Investment Advisers Schaumburg, IL350KShares$34.2 Million0.07% of portfolio