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

Heritage Oak Wealth Advisors LLC

$213 Billion
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

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

45.2K
Shares

$1.34 Million
0.0% of portfolio
Worth Pointe, LLC La Jolla, CA

24.6K
Shares

$728,496
0.31% of portfolio
Level Four Advisory Services, LLC Dallas, TX

17.3K
Shares

$512,887
0.02% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

15.8K
Shares

$466,772
0.0% of portfolio

About ETF SER SOLUTIONS MCELHENNY SH

Ticker MSMR
Sector ETFs
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