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Mowery & Schoenfeld Wealth Management’s Global X Defense Tech ETF SHLD Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-142
Closed -$5.29K – 512
2024
Q3 		$5.29K Buy
+142
New +$5.05K 0.01% 203

Other funds holding SHLD

3AM
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MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
SMF
Sterling Manor Financial Saratoga Springs, New York $160M AUM 13.84% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SHLD Position: Q4 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Global X Defense Tech ETF (SHLD) in Q4 2024, closing a stake of 142 shares — an estimated $5.29K sold.

Mowery & Schoenfeld Wealth Management first reported a position in SHLD in Q3 2024 and held it in 1 quarter. The position peaked at $5.29K in Q3 2024. 110 funds tracked by Wall St. Rank hold SHLD as of Q4 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Global X Defense Tech ETF position as of Q4 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 142 Global X Defense Tech ETF shares in Q4 2024, an estimated $5.29K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Global X Defense Tech ETF in Q3 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Global X Defense Tech ETF position peaked at $5.29K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q4 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.