Mowery & Schoenfeld Wealth Management, LLC Pimco ETF Tr Enhanced Sht Matu Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51.9 Billion
- Q1 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Pimco ETF Tr Enhanced Sht Matu stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 14,447 shares of MINT stock, worth $1.45 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
14,447
Previous 15,111
4.39%
Holding current value
$1.45 Million
Previous $1.51 Billion
3.67%
% of portfolio
2.8%
Previous 3.05%
Shares
2 transactions
Others Institutions Holding MINT
# of Institutions
677Shares Held
79.9MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY17.4MShares$1.75 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA8.76MShares$882 Million0.21% of portfolio
-
Morgan Stanley New York, NY8.08MShares$813 Million0.07% of portfolio
-
Assetmark, Inc5.49MShares$553 Million1.81% of portfolio
-
Hb Wealth Management, LLC2.67MShares$269 Million3.36% of portfolio