Beaird Harris Wealth Management, LLC ETF Ser Solutions Mcelhenny Sh Transaction History

Beaird Harris Wealth Management, LLC

$1.1 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Dec 02, 2024	BUY	$28.04 - $29.78 $12,898 - $13,698	460 New	460 $13,000

Others Institutions Holding MSMR

# of Institutions

15

Shares Held

3.14M

Call Options Held

0

Put Options Held

0

Mc Elhenny Sheffield Capital Management, LLC

2.71M
Shares

$81.7 Million
30.55% of portfolio
Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL

205K
Shares

$6.19 Million
2.68% of portfolio
United Advisor Group, LLC Cincinnati, OH

61.4K
Shares

$1.85 Million
0.4% of portfolio
Cerity Partners LLC New York, NY

45.4K
Shares

$1.37 Million
0.0% of portfolio
Worth Pointe, LLC La Jolla, CA

25K
Shares

$752,565
0.34% of portfolio

About ETF SER SOLUTIONS MCELHENNY SH

Ticker MSMR
Sector ETFs
Industry ETFs

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