Mowery & Schoenfeld Wealth Management, LLC ADVISORS INNER CIRCLE FD II Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $58.2 Billion
  • Q3 2025
Number of Shares
484
Previous 2,640 81.67%
Holding current value
$13.5 Million
Previous $68.7 Million 80.3%
% of portfolio
0.02%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
N/A
-2,156 Reduced 81.67%
484 $13.5 Million
Q2 2025

Jul 28, 2025
BUY
N/A
2,640 New
2,640 $68.7 Million
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