Heritage Oak Wealth Advisors LLC ETF Ser Solutions Mcelhenny Sh Call Options Transaction History

Heritage Oak Wealth Advisors LLC

$228 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding MSMR

# of Institutions

12

Shares Held

3.12M

Call Options Held

0

Put Options Held

0

Mc Elhenny Sheffield Capital Management, LLC

2.71M
Shares

$79.4 Million
30.55% of portfolio
United Advisor Group, LLC Cincinnati, OH

61.4K
Shares

$1.8 Million
0.4% of portfolio
Cerity Partners LLC New York, NY

45.4K
Shares

$1.33 Million
0.0% of portfolio
Worth Pointe, LLC La Jolla, CA

24.6K
Shares

$721,600
0.31% of portfolio
Level Four Advisory Services, LLC Dallas, TX

17.3K
Shares

$508,032
0.02% of portfolio

About ETF SER SOLUTIONS MCELHENNY SH

Ticker MSMR
Sector ETFs
Industry ETFs

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