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Advisors Inner Circle Fd Ii shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of Advisors Inner Circle Fd Ii (EDGI) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management investment in Advisors Inner Circle Fd Ii

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All positions including Advisors Inner Circle Fd Ii held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Inner Circle Fd Ii by Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $34k 1.2k 27.72
2025-06-30 $113k 4.3k 26.05

More positions owned by Mowery & Schoenfeld Wealth Management

Fidelity Covington Trust Msci Info Tech I (FTEC)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Proshares Tr S&p 500 Dv Arist (NOBL)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Wal-Mart Stores (WMT)
Ishares Tr S&p Mc 400gr Etf (IJK)
Eli Lilly & Co. (LLY)
Visa Com Cl A (V)
Oracle Corporation (ORCL)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding Advisors Inner Circle Fd Ii

CLS Investments
Advisor Group Holdings
3EDGE Asset Management
Potomac Fund Management
Envestnet Asset Management
Private Advisor
Strategic Blueprint
Diversify Wealth Management
LPL Financial
Sowell Financial Services
Atria Investments
Savvy Advisors
Gts Securities
Bank of New York Mellon
Susquehanna International

View all funds holding Advisors Inner Circle Fd Ii