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

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 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 65,311 shares of MSMR stock, worth $2.3 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
65,311
Previous 203,543 67.91%
Holding current value
$2.3 Million
Previous $6.3 Billion 64.92%
% of portfolio
0.8%
Previous 2.43%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
15
Shares Held
3.6M
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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