Cerity Partners LLC ETF Ser Solutions Mcelhenny Sh Call Options Transaction History
Cerity Partners LLC
- $45.5 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding MSMR
# of Institutions
12Shares Held
2.91MCall Options Held
0Put Options Held
0-
Mc Elhenny Sheffield Capital Management, LLC2.71MShares$78.9 Million30.55% of portfolio
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Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL41.7KShares$1.21 Million0.59% of portfolio
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Worth Pointe, LLC La Jolla, CA24.6KShares$717,1670.31% of portfolio
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Level Four Advisory Services, LLC Dallas, TX17.3KShares$504,9110.02% of portfolio
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Accurate Wealth Management, LLC16.5KShares$479,3150.1% of portfolio