Symphony Financial, Ltd. Co. ETF Ser Solutions Mcelhenny Sh Transaction History
Symphony Financial, Ltd. Co.
- $177 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding MSMR
# of Institutions
17Shares Held
928KCall Options Held
0Put Options Held
0-
Mc Elhenny Sheffield Capital Management, LLC502KShares$15.9 Million0.5% of portfolio
-
Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL204KShares$6.46 Million2.43% of portfolio
-
United Advisor Group, LLC Cincinnati, OH61.4KShares$1.95 Million0.4% of portfolio
-
Cerity Partners LLC New York, NY45.4KShares$1.44 Million0.0% of portfolio
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Worth Pointe, LLC La Jolla, CA25KShares$792,0160.34% of portfolio