Heritage Oak Wealth Advisors LLC ETF Ser Solutions Mcelhenny Sh Call Options Transaction History
Heritage Oak Wealth Advisors LLC
- $259 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MSMR
# of Institutions
17Shares Held
928KCall Options Held
0Put Options Held
0-
Mc Elhenny Sheffield Capital Management, LLC3MShares$95.3 Million25.01% of portfolio
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United Advisor Group, LLC Cincinnati, OH61.4KShares$1.95 Million0.4% of portfolio
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Cerity Partners LLC New York, NY45.4KShares$1.44 Million0.0% of portfolio
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Worth Pointe, LLC La Jolla, CA25KShares$792,0160.34% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA23.4KShares$742,4380.0% of portfolio