Mowery & Schoenfeld Wealth Management, LLC GE VERNOVA INC Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $65.9 Billion
  • Q2 2025
Number of Shares
99
Previous 99 -0.0%
Holding current value
$52.4 Million
Previous $30.2 Million 73.33%
% of portfolio
0.08%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 05, 2025
BUY
N/A
53 Added 115.22%
99 $30.2 Million
Q4 2024

Feb 10, 2025
BUY
N/A
46 New
46 $15.1 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