Mc Elhenny Sheffield Capital Management, LLC Innovator U.S. Equity Buffer E Call Options Transaction History
Mc Elhenny Sheffield Capital Management, LLC
- $3.12 Billion
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BMAR
# of Institutions
114Shares Held
3.25MCall Options Held
0Put Options Held
0-
Outlook Wealth Advisors, LLC415KShares$20.6 Million6.33% of portfolio
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Penserra Capital Management LLC Orinda, CA388KShares$19.3 Million0.32% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ142KShares$7.03 Million0.02% of portfolio
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Macroview Investment Management LLC139KShares$6.89 Million5.71% of portfolio
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Commonwealth Equity Services, LLC132KShares$6.55 Million0.01% of portfolio