Symphony Financial, Ltd. Co. ETF Ser Solutions Mcelhenny Sh Transaction History
Symphony Financial, Ltd. Co.
- $619 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding MSMR
# of Institutions
11Shares Held
2.24MCall Options Held
0Put Options Held
0-
Mc Elhenny Sheffield Capital Management, LLC2.06MShares$60.9 Million21.02% of portfolio
-
Cerity Partners LLC New York, NY45.2KShares$1.33 Million0.0% of portfolio
-
Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL41.7KShares$1.23 Million0.59% of portfolio
-
Worth Pointe, LLC La Jolla, CA24.6KShares$726,5260.31% of portfolio
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Level Four Advisory Services, LLC Dallas, TX17.3KShares$511,5000.02% of portfolio