Accurate Wealth Management, LLC ETF Ser Solutions Mcelhenny Sh Transaction History

Accurate Wealth Management, LLC

  • $581 Million
  • Q2 2025

A detailed history of Accurate Wealth Management, LLC transactions in ETF Ser Solutions Mcelhenny Sh stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 11,465 shares of MSMR stock, worth $363,669. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,465
Previous 16,460 30.35%
Holding current value
$363,669
Previous $485,000 27.01%
% of portfolio
0.06%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
$28.32 - $31.03 $141,458 - $154,994
-4,995 Reduced 30.35%
11,465 $354,000
Q1 2025

Apr 14, 2025
BUY
$29.3 - $31.18 $482,278 - $513,222
16,460 New
16,460 $485,000
Q4 2022

Jan 11, 2023
BUY
$21.45 - $21.76 $34,984 - $35,490
1,631 Added 26.33%
7,826 $0
Q3 2022

Nov 14, 2022
BUY
$21.44 - $22.38 $132,820 - $138,644
6,195 New
6,195 $220,000
Q2 2022

Aug 04, 2022
SELL
$22.17 - $22.56 $230,900 - $234,962
-10,415 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$22.48 - $24.79 $234,129 - $258,187
10,415 New
10,415 $236,000

Others Institutions Holding MSMR

# of Institutions
17
Shares Held
928K
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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