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

Heritage Oak Wealth Advisors LLC

$228 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MSMR

# of Institutions

16

Shares Held

3.14M

Call Options Held

0

Put Options Held

0

Mc Elhenny Sheffield Capital Management, LLC

2.71M
Shares

$83.6 Million
30.55% of portfolio
United Advisor Group, LLC Cincinnati, OH

61.4K
Shares

$1.9 Million
0.4% of portfolio
Cerity Partners LLC New York, NY

45.4K
Shares

$1.4 Million
0.0% of portfolio
Worth Pointe, LLC La Jolla, CA

25K
Shares

$770,543
0.34% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

23.4K
Shares

$722,309
0.0% of portfolio

About ETF SER SOLUTIONS MCELHENNY SH

Ticker MSMR
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