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Investment Managers Ser Tr I shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of Investment Managers Ser Tr I (FPAG) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management investment in Investment Managers Ser Tr I

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr I 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 Investment Managers Ser Tr I by Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $11k 300 37.10

More positions owned by Mowery & Schoenfeld Wealth Management

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

View all positions for Mowery & Schoenfeld Wealth Management

Top funds holding Investment Managers Ser Tr I

Mesirow Financial Investment Management International Equity
Tanglewood Wealth Management
Verum Partners
NavPoint Financial
Raymond James Financial
Eclectic Associates
Wells Fargo & Company
New England Private Wealth Advisors
Compass Ion Advisors
Argent Trust
Private Advisor
Mills Wealth Advisors
Cambridge Investment Research Advisors
Jane Street
Stratos Wealth Partners

View all funds holding Investment Managers Ser Tr I