Mowery & Schoenfeld Wealth Management, LLC
Position in HECA — Hedgeye Capital Allocation ETF
CIK 2019946
LINCOLNSHIRE, IL
All Filings in HECA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HECA | $1,965,613 | 68,085 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 HECA | $546 | 20 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||