Mowery & Schoenfeld Wealth Management, LLC MANAGED PORTFOLIO SERIES Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $51 Billion
  • Q1 2025
Number of Shares
12,667
Holding current value
$434 Million
% of portfolio
0.85%

Shares

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

May 05, 2025
BUY
N/A
12,667 New
12,667 $434 Million
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