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	$21.52 - $22.55 $21,132 - $22,144	982 New	982 $0

Others Institutions Holding BSJO

# of Institutions

157

Shares Held

15.1M

Call Options Held

Put Options Held

Mirador Capital Partners LP

1.72M
Shares

$39 Million
7.16% of portfolio
Morgan Stanley New York, NY

1.07M
Shares

$24.2 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

753K
Shares

$17.1 Million
0.04% of portfolio
Envestnet Asset Management Inc

634K
Shares

$14.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

631K
Shares

$14.3 Million
0.01% of portfolio

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