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

Heritage Oak Wealth Advisors LLC

$275 Billion
Q3 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

15

Shares Held

3.6M

Call Options Held

0

Put Options Held

0

Mc Elhenny Sheffield Capital Management, LLC

3M
Shares

$102 Million
24.35% of portfolio
Aptus Capital Advisors, LLC

205K
Shares

$7 Million
0.06% of portfolio
United Advisor Group, LLC Cincinnati, OH

184K
Shares

$6.26 Million
1.06% of portfolio
Cerity Partners LLC New York, NY

45.4K
Shares

$1.55 Million
0.0% of portfolio
Worth Pointe, LLC La Jolla, CA

39.6K
Shares

$1.35 Million
0.52% of portfolio

About ETF SER SOLUTIONS MCELHENNY SH

Ticker MSMR
Sector ETFs
Industry ETFs

More about MSMR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Oak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Oak Wealth Advisors LLC with notifications on news.