Mowery & Schoenfeld Wealth Management, LLC's ownership history for TSLA

Mowery & Schoenfeld Wealth Management, LLC currently holds 1.2K shares with a market value of $548.4K. It started holding TSLA on 2024-09-30. At its peak, it held 35.0K shares on 2025-06-30. Its highest holding value was $11.1M on 2025-06-30. At its lowest, it held 1.1K shares on 2024-12-31, with a value of $300.4K on 2024-09-30. In the recent 180 days, Mowery & Schoenfeld Wealth Management, LLC has decreased its shares by 96. In the recent year, Mowery & Schoenfeld Wealth Management, LLC has increased its shares by 85.

It has also owned 126 contracts of calls, with the market value of the underlying securities totaling $4.0M on 2025-06-30. At its peak, it held 126 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $4.0M on 2025-06-30. At its lowest, it held 126 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $4.0M on 2025-06-30.