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| Name: |
Mowery & Schoenfeld Wealth Management LLC |
| City: |
LINCOLNSHIRE |
| State: |
IL |
| Zip: |
60069 |
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data |
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| Holdings
Found :
19 |
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Closed Positions |
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Page 1 of 1 |
Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TIP |
iShares Lehman TIPS Bond |
152 |
Closed |
$107.11 |
$0 |
0 |
0% |
-132,000 |
-1,230 |
0 |
Closed - End Fund - E... |
|
|
EQIX |
Equinix Inc |
177 |
Closed |
$751.96 |
$0 |
0 |
0% |
-6,000 |
-7 |
0 |
Telecom Services - Do... |
|
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PG |
Procter & Gamble Co |
183 |
Closed |
$166.62 |
$0 |
0 |
0% |
-2,000 |
-13 |
0 |
Cleaning Products |
|
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MCD |
McDonalds Corp |
151 |
Closed |
$258.17 |
$0 |
0 |
0% |
-60,000 |
-203 |
0 |
Restaurants |
|
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BP |
BP Plc (ADR) |
176 |
Closed |
$35.97 |
$0 |
0 |
0% |
-5,000 |
-150 |
0 |
Integrated Oil & Gas |
|
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PTLO |
Portillos Inc. |
182 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,000 |
-50 |
0 |
N/A |
|
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VLTO |
Veralto Corp |
150 |
Closed |
$97.61 |
$0 |
0 |
0% |
-1,000 |
-12 |
0 |
N/A |
|
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BAX |
Baxter International Inc |
156 |
Closed |
$40.93 |
$0 |
0 |
0% |
-15,000 |
-380 |
0 |
Medical Instruments &... |
|
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LE |
Lands End Inc |
181 |
Closed |
$13.30 |
$0 |
0 |
0% |
0 |
-1 |
0 |
N/A |
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SCHD |
Schwab US Dividend Equity ETF |
149 |
Closed |
$77.27 |
$0 |
0 |
0% |
-9,000 |
-119 |
0 |
N/A |
|
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AVUV |
Avantis Us Small Cap Value Etf |
155 |
Closed |
$88.75 |
$0 |
0 |
0% |
-266,000 |
-2,959 |
0 |
N/A |
|
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INDA |
iShares Msci India ETF |
180 |
Closed |
$0.00 |
$0 |
0 |
0% |
-132,000 |
-2,712 |
0 |
N/A |
|
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MCHI |
Ishares Msci China Index Fund |
148 |
Closed |
$42.11 |
$0 |
0 |
0% |
-243,000 |
-5,963 |
0 |
N/A |
|
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EJAN |
Innovator Msci Emerging Mar... |
154 |
Closed |
$0.00 |
$0 |
0 |
0% |
-433,000 |
-15,088 |
0 |
N/A |
|
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IEF |
iShares Lehman 7-10 Year Tr... |
179 |
Closed |
$94.15 |
$0 |
0 |
0% |
-254,000 |
-2,636 |
0 |
Closed - End Fund - E... |
|
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GLDM |
Spdr Gold Minishares Trust |
185 |
Closed |
$46.08 |
$0 |
0 |
0% |
-115,000 |
-2,799 |
0 |
N/A |
|
|
GNMA |
Ishares Barclays Gnma Bond ... |
153 |
Closed |
$42.37 |
$0 |
0 |
0% |
-106,000 |
-2,386 |
0 |
N/A |
|
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STIP |
Ishares Barclays 0-5 Year T... |
178 |
Closed |
$99.40 |
$0 |
0 |
0% |
-105,000 |
-1,061 |
0 |
N/A |
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DFJ |
WisdomTree Trust Japan Smal... |
184 |
Closed |
$76.34 |
$0 |
0 |
0% |
-164,000 |
-2,196 |
0 |
Closed - End Fund - E... |
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