United Advisor Group, LLC ETF Ser Solutions Mcelhenny Sh Transaction History
United Advisor Group, LLC
- $455 Million
- Q1 2025
A detailed history of United Advisor Group, LLC transactions in ETF Ser Solutions Mcelhenny Sh stock. As of the latest transaction made, United Advisor Group, LLC holds 61,415 shares of MSMR stock, worth $1.8 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
61,415
Previous 6,861
795.13%
Holding current value
$1.8 Million
Previous $207,000
781.16%
% of portfolio
0.4%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding MSMR
# of Institutions
12Shares Held
3.12MCall Options Held
0Put Options Held
0-
Mc Elhenny Sheffield Capital Management, LLC2.71MShares$79.4 Million30.55% of portfolio
-
Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL205KShares$6.01 Million2.68% of portfolio
-
Cerity Partners LLC New York, NY45.4KShares$1.33 Million0.0% of portfolio
-
Worth Pointe, LLC La Jolla, CA24.6KShares$721,6000.31% of portfolio
-
Level Four Advisory Services, LLC Dallas, TX17.3KShares$508,0320.02% of portfolio