Mowery & Schoenfeld Wealth Management, LLC Leuthold Fds Inc Core ETF Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$51.4 Billion
Q4 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	SELL	$33.33 - $35.43 $634,736 - $674,728	-19,044 Reduced 17.11%	92,291 $3.27 Billion
Q2 2024 Aug 14, 2024	BUY	$32.53 - $33.79 $783,875 - $814,237	24,097 Added 27.62%	111,335 $3.75 Billion
Q1 2024 May 14, 2024	SELL	$31.64 - $33.74 $21,515 - $22,943	-680 Reduced 0.77%	87,238 $2.94 Billion
Q4 2023 May 14, 2024	BUY	$29.7 - $32.27 $2.61 Million - $2.84 Million	87,918 New	87,918 $2.83 Billion

Others Institutions Holding LCR

# of Institutions

Shares Held

1.66M

Call Options Held

Put Options Held

Bridgeworth, LLC Birmingham, AL

906K
Shares

$30.5 Million
2.89% of portfolio
Legend Financial Advisors, Inc. Pittsburgh, PA

241K
Shares

$8.12 Million
5.84% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

150K
Shares

$5.05 Million
0.01% of portfolio
Capital Investment Advisory Services, LLC

69.2K
Shares

$2.33 Million
0.24% of portfolio
Koshinski Asset Management, Inc.

54K
Shares

$1.82 Million
0.0% of portfolio

View Full List

About LEUTHOLD FDS INC CORE ETF

Ticker LCR
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