Cerity Partners LLC ETF Ser Solutions Mcelhenny Sh Call Options Transaction History
Cerity Partners LLC
- $48.7 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MSMR
# of Institutions
12Shares Held
3.12MCall Options Held
0Put Options Held
0-
Mc Elhenny Sheffield Capital Management, LLC2.71MShares$79.4 Million30.55% of portfolio
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Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL205KShares$6.01 Million2.68% of portfolio
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United Advisor Group, LLC Cincinnati, OH61.4KShares$1.8 Million0.4% of portfolio
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Worth Pointe, LLC La Jolla, CA24.6KShares$721,6000.31% of portfolio
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Level Four Advisory Services, LLC Dallas, TX17.3KShares$508,0320.02% of portfolio