Mowery & Schoenfeld Wealth Management, LLC BLACKROCK INC Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $58.2 Billion
  • Q3 2025
Number of Shares
562
Previous 640 12.19%
Holding current value
$655 Million
Previous $672 Million 2.43%
% of portfolio
1.13%
Previous 1.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
N/A
-78 Reduced 12.19%
562 $655 Million
Q2 2025

Jul 28, 2025
SELL
N/A
-6 Reduced 0.93%
640 $672 Million
Q1 2025

May 05, 2025
BUY
N/A
6 Added 0.94%
646 $611 Million
Q4 2024

Feb 10, 2025
BUY
N/A
640 New
640 $656 Million
Track This Portfolio

Track Mowery & Schoenfeld Wealth Management, LLC Portfolio

Follow Mowery & Schoenfeld Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email