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
1,214
Previous 4,327 71.94%
Holding current value
$33.7 Million
Previous $113 Million 70.15%
% of portfolio
0.06%
Previous 0.17%

Shares

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

Oct 24, 2025
SELL
N/A
-3,113 Reduced 71.94%
1,214 $33.7 Million
Q2 2025

Jul 28, 2025
BUY
N/A
4,327 New
4,327 $113 Million
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