Mowery & Schoenfeld Wealth Management, LLC Ishares Robotics & Artificial Call Options Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$51 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IRBO

# of Institutions

212

Shares Held

6.42M

Call Options Held

900

Put Options Held

Wharton Business Group, LLC Malvern, PA

852K
Shares

$27.4 Million
1.21% of portfolio
Morgan Stanley New York, NY

739K
Shares

$23.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

644K
Shares

$20.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

508K
Shares

$16.3 Million
0.0% of portfolio
Td Waterhouse Canada Inc. Toronto, A6

312K
Shares

$10 Million
0.08% of portfolio

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