Mowery & Schoenfeld Wealth Management, LLC First Tr ETF Iv Long Duration Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$51.4 Billion
Q4 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$20.17 - $21.44 $52,502 - $55,808	2,603 New	2,603 $54.7 Million

Others Institutions Holding LGOV

# of Institutions

126

Shares Held

24.6M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

2.93M
Shares

$62.4 Million
0.03% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.37M
Shares

$29.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.3M
Shares

$27.8 Million
0.0% of portfolio
Envestnet Asset Management Inc

1.09M
Shares

$23.2 Million
0.01% of portfolio
Atria Wealth Solutions, Inc. New York, NY

1.03M
Shares

$22 Million
0.25% of portfolio

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About FIRST TR ETF IV LONG DURATION

Ticker LGOV
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