Mc Elhenny Sheffield Capital Management, LLC Invesco Et Self Idxd Fd Tr Bul Transaction History

Mc Elhenny Sheffield Capital Management, LLC

$303 Million
Q3 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 11, 2023	BUY	$18.38 - $19.12 $18,012 - $18,737	980 New	980 $0

Others Institutions Holding BSCQ

# of Institutions

356

Shares Held

160M

Call Options Held

Put Options Held

Lido Advisors, LLC Los Angeles, CA

52M
Shares

$1.01 Billion
5.0% of portfolio
Morgan Stanley New York, NY

7.06M
Shares

$137 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

6.16M
Shares

$119 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.06M
Shares

$98.1 Million
0.05% of portfolio
Aptus Capital Advisors, LLC

4.99M
Shares

$96.8 Million
1.56% of portfolio

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