Mowery & Schoenfeld Wealth Management, LLC First Tr Large Cap Value Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$63.3 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$72.36 - $76.0 $125,978 - $132,316	1,741 New	1,741 $128 Million

Others Institutions Holding FTA

# of Institutions

209

Shares Held

11.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.11M
Shares

$164 Million
0.01% of portfolio
Ubs Group Ag

979K
Shares

$76 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

803K
Shares

$62.4 Million
0.03% of portfolio
Envestnet Asset Management Inc

545K
Shares

$42.4 Million
0.01% of portfolio
Kaydan Wealth Management, Inc. Fenton, MI

374K
Shares

$29.1 Million
8.74% of portfolio

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About FIRST TR LARGE CAP VALUE

Ticker FTA
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