Mowery & Schoenfeld Wealth Management, LLC First Tr Exchange Traded Fd Ii Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$63.3 Billion
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$19.48 - $19.83 $2,941 - $2,994	151 New	151 $2.95 Million

Others Institutions Holding MARB

# of Institutions

Shares Held

1.1M

Call Options Held

Put Options Held

Owen La Rue, LLC Elizabethtown, KY

256K
Shares

$5.04 Million
3.4% of portfolio
Midwest Financial Group LLC Overland Park, KS

65.7K
Shares

$1.29 Million
0.76% of portfolio
Bcgm Wealth Management, LLC

55.7K
Shares

$1.09 Million
0.4% of portfolio
Holistic Financial Partners

52.2K
Shares

$1.02 Million
0.54% of portfolio
Stratos Wealth Advisors, LLC

51.2K
Shares

$1.01 Million
0.05% of portfolio

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About FIRST TR EXCHANGE-TRADED FD II

Ticker MARB
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