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

Heritage Oak Wealth Advisors LLC

$275 Billion
Q3 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding MSMR

# of Institutions

15

Shares Held

3.6M

Call Options Held

0

Put Options Held

0

Mc Elhenny Sheffield Capital Management, LLC

3M
Shares

$102 Million
24.35% of portfolio
Aptus Capital Advisors, LLC

205K
Shares

$7 Million
0.06% of portfolio
United Advisor Group, LLC Cincinnati, OH

184K
Shares

$6.26 Million
1.06% of portfolio
Cerity Partners LLC New York, NY

45.4K
Shares

$1.55 Million
0.0% of portfolio
Worth Pointe, LLC La Jolla, CA

39.6K
Shares

$1.35 Million
0.52% of portfolio

About ETF SER SOLUTIONS MCELHENNY SH

Ticker MSMR
Sector ETFs
Industry ETFs

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