Mc Elhenny Sheffield Capital Management, LLC First Tr Large Cap Value 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	$58.47 - $69.36 $2,397 - $2,843	41 New	41 $0

Others Institutions Holding FTA

# of Institutions

211

Shares Held

11.2M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

2.06M
Shares

$160 Million
0.01% of portfolio
Ubs Group Ag

878K
Shares

$68 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

797K
Shares

$61.7 Million
0.03% of portfolio
Envestnet Asset Management Inc

545K
Shares

$42.2 Million
0.01% of portfolio
Kaydan Wealth Management, Inc. Fenton, MI

374K
Shares

$29 Million
8.74% of portfolio

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