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
Others Institutions Holding MSMR
# of Institutions
17Shares Held
928KCall Options Held
0Put Options Held
0-
Mc Elhenny Sheffield Capital Management, LLC502KShares$15.9 Million0.5% of portfolio
-
Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL204KShares$6.46 Million2.43% of portfolio
-
United Advisor Group, LLC Cincinnati, OH61.4KShares$1.95 Million0.4% of portfolio
-
Cerity Partners LLC New York, NY45.4KShares$1.44 Million0.0% of portfolio
-
Worth Pointe, LLC La Jolla, CA25KShares$792,0160.34% of portfolio