Mowery & Schoenfeld Wealth Management, LLC Leuthold Fds Inc Core ETF Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51.9 Billion
- Q1 2024
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Leuthold Fds Inc Core ETF stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 87,238 shares of LCR stock, worth $2.96 Million. This represents 5.67% of its overall portfolio holdings.
Number of Shares
87,238
Previous 87,918
0.77%
Holding current value
$2.96 Million
Previous $2.83 Billion
4.07%
% of portfolio
5.67%
Previous 5.71%
Shares
2 transactions
Others Institutions Holding LCR
# of Institutions
18Shares Held
1.69MCall Options Held
0Put Options Held
0-
Bridgeworth, LLC Birmingham, AL906KShares$30.7 Million2.89% of portfolio
-
Legend Financial Advisors, Inc. Pittsburgh, PA252KShares$8.54 Million6.16% of portfolio
-
Spire Wealth Management156KShares$5.3 Million0.17% of portfolio
-
Capital Investment Advisory Services, LLC95KShares$3.22 Million0.36% of portfolio
-
Koshinski Asset Management, Inc.52.7KShares$1.79 Million0.19% of portfolio