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
427
Previous 2,378 82.04%
Holding current value
$12.3 Million
Previous $62.6 Million 80.32%
% of portfolio
0.02%
Previous 0.09%

Shares

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

Oct 24, 2025
SELL
N/A
-1,951 Reduced 82.04%
427 $12.3 Million
Q2 2025

Jul 28, 2025
BUY
N/A
2,378 New
2,378 $62.6 Million
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