Mowery & Schoenfeld Wealth Management, LLC Closed Holding Positions

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
Q1 2024 Filed on May 14, 2024
2,959
$84.87 - $93.71 $251K - $277K
Veralto Corp
Q1 2024 Filed on May 14, 2024
12
N/A
SCHD
Schwab Strategic Tr Us Dividen

ETFs
Q1 2024 Filed on May 14, 2024
119
$75.25 - $80.63 $8.95K - $9.59K
PTLO
Portillo'S Inc.

Consumer Cyclical
Q1 2024 Filed on May 14, 2024
50
$12.73 - $15.9 $637 - $795
MCD
Mcdonalds Corp

Consumer Cyclical
Q1 2024 Filed on May 14, 2024
203
$278.58 - $300.53 $56.6K - $61K
LE
Lands' End, Inc.

Consumer Cyclical
Q1 2024 Filed on May 14, 2024
1
$7.97 - $10.89 $7.97 - $10.9
MCHI
Ishares Msci China ETF

ETFs
Q1 2024 Filed on May 14, 2024
5,963
$36.04 - $40.78 $215K - $243K
GNMA
Ishares Gnma Bond ETF

ETFs
Q1 2024 Filed on May 14, 2024
2,386
$42.94 - $44.15 $102K - $105K
Innovator Etfs Tr
Q1 2024 Filed on May 14, 2024
15,088
N/A
EQIX
Equinix Inc

Real Estate
Q1 2024 Filed on May 14, 2024
7
$788.39 - $913.66 $5.52K - $6.4K
BP
Bp PLC

Energy
Q1 2024 Filed on May 14, 2024
150
$33.85 - $38.26 $5.08K - $5.74K
BAX
Baxter International Inc

Healthcare
Q1 2024 Filed on May 14, 2024
380
$37.88 - $43.77 $14.4K - $16.6K
DFJ
Wisdomtree Tr Japan Smallcap D

ETFs
Q1 2024 Filed on May 14, 2024
2,196
$73.07 - $78.33 $160K - $172K
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