Mowery & Schoenfeld Wealth Management, LLC Purchases and Sells in Q2 2025

Mowery & Schoenfeld Wealth Management, LLC

  • $65.9 Billion
  • Q2 2025

Top Buys

Incresed Positions

24 operations
Stock Shares change Price Range Shares Held Trade History
33.7K
+ 2536.95%
$221.86 - $362.89 $7.48M - $12.2M
35K $11.1B
14.7K
+ 315.69%
$94.31 - $157.99 $1.38M - $2.31M
19.3K $3.05B
221
+ 4.35%
$354.56 - $497.45 $78.4K - $110K
5.31K $2.64B
2.78K
+ 2.82%
$29.12 - $35.84 $80.9K - $99.6K
101K $3.63B
24
+ 0.22%
$144.7 - $178.6 $3.47K - $4.29K
11K $1.93B
98
+ 128.95%
$855.86 - $1339.13 $83.9K - $131K
174 $233M
View all

New Holdings

13 operations
Stock Shares change Price Range Shares Held Trade History
ADVISORS INNER CIRCLE FD II
4.33K
New
N/A
4.33K $113M
ADVISORS INNER CIRCLE FD II
4.23K
New
N/A
4.23K $105M
ADVISORS INNER CIRCLE FD II
2.64K
New
N/A
2.64K $68.7M
ADVISORS INNER CIRCLE FD II
2.38K
New
N/A
2.38K $62.6M
74
New
$329.49 - $438.4 $24.4K - $32.4K
74 $32.4M
70
New
$112.46 - $124.05 $7.87K - $8.68K
70 $8.26M
View all

Top Sells

Reduced Positions

75 operations
Stock Shares change Price Range Shares Held Trade History
-9.94K
- 73.84%
$64.87 - $75.0 $645K - $745K
3.52K $246M
-6.71K
- 20.66%
$90.85 - $102.31 $609K - $686K
25.8K $2.59B
-304
- 1.99%
$172.42 - $223.89 $52.4K - $68.1K
15K $3.08B
-1.97K
- 47.98%
$102.24 - $109.76 $201K - $216K
2.13K $222M
-999
- 66.38%
$170.16 - $206.27 $170K - $206K
506 $94M
-3.12K
- 60.4%
$53.19 - $69.38 $166K - $216K
2.05K $142M
View all

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
12.6K
New
$221.86 - $362.89 $2.8M - $4.57M
12.6K $4B
Activity Summary
Buys All Purchases 37 New Holdings 13 Increased Positions 24 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 1 Puts 0
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