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

Mowery & Schoenfeld Wealth Management, LLC

  • $65.9 Billion
  • Q2 2025
Number of Shares
11,252
Previous 12,667 11.17%
Holding current value
$407 Million
Previous $434 Million 6.23%
% of portfolio
0.62%
Previous 0.85%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
N/A
-1,415 Reduced 11.17%
11,252 $407 Million
Q1 2025

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