Heritage Oak Wealth Advisors LLC ETF Ser Solutions Mcelhenny Sh Call Options Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
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
10Shares Held
2.16MCall Options Held
0Put Options Held
0-
Mc Elhenny Sheffield Capital Management, LLC2.06MShares$63.5 Million21.02% of portfolio
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Worth Pointe, LLC La Jolla, CA23.9KShares$735,9800.3% of portfolio
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Atria Wealth Solutions, Inc. New York, NY11.9KShares$366,5590.0% of portfolio
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Wolverine Trading, LLC Chicago, IL11.6KShares$355,6320.0% of portfolio
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Cerity Partners LLC New York, NY8.8KShares$270,8330.0% of portfolio