Mowery & Schoenfeld Wealth Management, LLC First Tr ETF Iv Long Duration Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $51.4 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding LGOV
# of Institutions
126Shares Held
24.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.93MShares$62.4 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL1.37MShares$29.2 Million0.01% of portfolio
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Morgan Stanley New York, NY1.3MShares$27.8 Million0.0% of portfolio
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Envestnet Asset Management Inc1.09MShares$23.2 Million0.01% of portfolio
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Atria Wealth Solutions, Inc. New York, NY1.03MShares$22 Million0.25% of portfolio