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
199
Previous 4,234 95.3%
Holding current value
$4.95 Million
Previous $105 Million 95.28%
% of portfolio
0.01%
Previous 0.16%

Shares

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

Oct 24, 2025
SELL
N/A
-4,035 Reduced 95.3%
199 $4.95 Million
Q2 2025

Jul 28, 2025
BUY
N/A
4,234 New
4,234 $105 Million
Track This Portfolio

Track Mowery & Schoenfeld Wealth Management, LLC Portfolio

Follow Mowery & Schoenfeld Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email