Heritage Oak Wealth Advisors LLC ETF Ser Solutions Mcelhenny Sh Transaction History

Heritage Oak Wealth Advisors LLC

  • $271 Billion
  • Q4 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in ETF Ser Solutions Mcelhenny Sh stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 55,382 shares of MSMR stock, worth $1.89 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
55,382
Previous 65,311 15.2%
Holding current value
$1.89 Million
Previous $2.21 Billion 12.69%
% of portfolio
0.71%
Previous 0.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$33.24 - $35.25 $330,039 - $349,997
-9,929 Reduced 15.2%
55,382 $1.93 Billion
Q3 2025

Oct 20, 2025
SELL
$30.86 - $33.86 $4.27 Million - $4.68 Million
-138,232 Reduced 67.91%
65,311 $2.21 Billion
Q2 2025

Jul 15, 2025
SELL
$28.32 - $31.03 $48,002 - $52,595
-1,695 Reduced 0.83%
203,543 $6.3 Billion
Q1 2025

Apr 28, 2025
BUY
$29.3 - $31.18 $4.79 Million - $5.1 Million
163,528 Added 392.06%
205,238 $6.1 Billion
Q4 2024

Feb 05, 2025
BUY
$29.48 - $31.5 $1.23 Million - $1.31 Million
41,710 New
41,710 $1.26 Billion

Others Institutions Holding MSMR

# of Institutions
13
Shares Held
3.64M
Call Options Held
0
Put Options Held
0
View Full List

About ETF SER SOLUTIONS MCELHENNY SH

MSMR Quotes by TradingView
  • Ticker MSMR
  • Sector ETFs
  • Industry ETFs
More about MSMR
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