Mowery & Schoenfeld Wealth Management, LLC Leuthold Fds Inc Core ETF Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $63.3 Billion
  • Q3 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 92,291 shares of LCR stock, worth $3.2 Million. This represents 5.17% of its overall portfolio holdings.

Number of Shares
92,291
Previous 111,335 17.11%
Holding current value
$3.2 Million
Previous $3.75 Billion 12.8%
% of portfolio
5.17%
Previous 5.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024
SELL
$33.33 - $35.43 $634,736 - $674,728
-19,044 Reduced 17.11%
92,291 $3.27 Billion
Q2 2024

Aug 14, 2024
BUY
$32.53 - $33.79 $783,875 - $814,237
24,097 Added 27.62%
111,335 $3.75 Billion
Q1 2024

May 14, 2024
SELL
$31.64 - $33.74 $21,515 - $22,943
-680 Reduced 0.77%
87,238 $2.94 Billion
Q4 2023

May 14, 2024
BUY
$29.7 - $32.27 $2.61 Million - $2.84 Million
87,918 New
87,918 $2.83 Billion

Others Institutions Holding LCR

# of Institutions
20
Shares Held
2.55M
Call Options Held
0
Put Options Held
0
View Full List

About LEUTHOLD FDS INC CORE ETF

LCR Quotes by TradingView
  • Ticker LCR
  • Sector ETFs
  • Industry ETFs
More about LCR
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