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

Beaird Harris Wealth Management, LLC

$1.08 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

11

Shares Held

2.24M

Call Options Held

0

Put Options Held

0

Mc Elhenny Sheffield Capital Management, LLC

2.06M
Shares

$61.4 Million
21.02% of portfolio
Cerity Partners LLC New York, NY

45.2K
Shares

$1.35 Million
0.0% of portfolio
Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL

41.7K
Shares

$1.24 Million
0.59% of portfolio
Worth Pointe, LLC La Jolla, CA

24.6K
Shares

$733,421
0.31% of portfolio
Level Four Advisory Services, LLC Dallas, TX

17.3K
Shares

$516,355
0.02% of portfolio

About ETF SER SOLUTIONS MCELHENNY SH

Ticker MSMR
Sector ETFs
Industry ETFs

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