Managed Portfolio Series shares owned by Mowery & Schoenfeld Wealth Management
Quarter-by-quarter ownership of Managed Portfolio Series (LCR) shares owned by Mowery & Schoenfeld Wealth Management
from 13F filings
Historical chart of Mowery & Schoenfeld Wealth Management investment in Managed Portfolio Series
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Download as csvQuarterly reported holdings in Managed Portfolio Series by Mowery & Schoenfeld Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $418k | 11k | 37.99 |
| 2025-06-30 | $407k | 11k | 36.17 |
| 2025-03-31 | $434k | 13k | 34.27 |
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