Mowery & Schoenfeld Wealth Management, LLC Wisdomtree Tr U.S Put Options Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$63.3 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DHS

# of Institutions

222

Shares Held

5.71M

Call Options Held

Put Options Held

Cwm, LLC

911K
Shares

$88.8 Million
0.37% of portfolio
Wells Fargo & Company San Francisco, CA

427K
Shares

$41.6 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

393K
Shares

$38.3 Million
0.02% of portfolio
Linscomb & Williams, Inc. Houston, TX

357K
Shares

$34.8 Million
1.67% of portfolio
Cetera Investment Advisers Schaumburg, IL

350K
Shares

$34.2 Million
0.07% of portfolio

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