Morgan Stanley ETF Ser Solutions Mcelhenny Sh Transaction History

Morgan Stanley

$1.39 Trillion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	SELL	$29.48 - $31.5 $29 - $31	-1 Closed	0 $0
Q1 2024 May 15, 2024	BUY	$24.99 - $27.85 $24 - $27	1 New	1 $0

Others Institutions Holding MSMR

# of Institutions

10

Shares Held

2.22M

Call Options Held

0

Put Options Held

0

Mc Elhenny Sheffield Capital Management, LLC

2.06M
Shares

$64.1 Million
21.02% of portfolio
Cerity Partners LLC New York, NY

45.2K
Shares

$1.41 Million
0.0% of portfolio
Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL

41.7K
Shares

$1.3 Million
0.59% of portfolio
Worth Pointe, LLC La Jolla, CA

24.6K
Shares

$765,684
0.31% of portfolio
Level Four Advisory Services, LLC Dallas, TX

17.3K
Shares

$539,069
0.02% of portfolio

About ETF SER SOLUTIONS MCELHENNY SH

Ticker MSMR
Sector ETFs
Industry ETFs

More about MSMR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Morgan Stanley, based on Form 13F filings with the SEC.

News

Stay updated on Morgan Stanley with notifications on news.