Purchases and Sales Made in Q3 2025 in ETF Ser Solutions Mcelhenny Sh (MSMR)
This table provides information about the institutional ownership of ETF Ser Solutions Mcelhenny Sh (MSMR) during Q3 2025. The information is specifically focused on institutions that hold shares of ETF SER SOLUTIONS MCELHENNY SH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.16K+ 73.97% |
$159K - $175K
|
12.1K
$427K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.48K+ 6.68% |
$76.5K - $84K
|
39.6K
$1.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
84+ 0.73% |
$2.59K - $2.84K
|
11.5K
$406K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1.51K- 0.05% |
$46.5K - $51.1K
|
3M
$106M
|
|
|
Oct 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-138K- 67.91% |
$4.27M - $4.68M
|
65.3K
$2.3M
|