Mowery & Schoenfeld Wealth Management, LLC Leuthold Fds Inc Core ETF Call Options Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $63.3 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding LCR
# of Institutions
22Shares Held
2.6MCall Options Held
0Put Options Held
0-
Bridgeworth, LLC Birmingham, AL906KShares$31.9 Million2.89% of portfolio
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Savant Capital, LLC834KShares$29.4 Million0.28% of portfolio
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Legend Financial Advisors, Inc. Pittsburgh, PA238KShares$8.4 Million5.83% of portfolio
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Spire Wealth Management155KShares$5.47 Million0.19% of portfolio
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Capital Investment Advisory Services, LLC69.3KShares$2.44 Million0.25% of portfolio