Heritage Oak Wealth Advisors LLC ETF Ser Solutions Mcelhenny Sh Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in ETF Ser Solutions Mcelhenny Sh stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 41,710 shares of MSMR stock, worth $1.23 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
41,710Holding current value
$1.23 Million% of portfolio
0.59%Shares
1 transactions
Others Institutions Holding MSMR
# of Institutions
11Shares Held
2.24MCall Options Held
0Put Options Held
0-
Mc Elhenny Sheffield Capital Management, LLC2.06MShares$61 Million21.02% of portfolio
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Cerity Partners LLC New York, NY45.2KShares$1.34 Million0.0% of portfolio
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Worth Pointe, LLC La Jolla, CA24.6KShares$728,4960.31% of portfolio
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Level Four Advisory Services, LLC Dallas, TX17.3KShares$512,8870.02% of portfolio
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Ken Griffin Citadel Advisors LLC | Chicago, Il15.8KShares$466,7720.0% of portfolio