Symphony Financial, Ltd. Co. ETF Ser Solutions Mcelhenny Sh Transaction History
Symphony Financial, Ltd. Co.
- $816 Million
- Q3 2025
Shares
4 transactions
Others Institutions Holding MSMR
# of Institutions
13Shares Held
3.72MCall Options Held
0Put Options Held
0-
Mc Elhenny Sheffield Capital Management, LLC3.09MShares$105 Million21.73% of portfolio
-
United Advisor Group, LLC Cincinnati, OH209KShares$7.14 Million1.03% of portfolio
-
Aptus Capital Advisors, LLC209KShares$7.11 Million0.06% of portfolio
-
Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL55.4KShares$1.89 Million0.71% of portfolio
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Cerity Partners LLC New York, NY45.4KShares$1.55 Million0.0% of portfolio