United Advisor Group, LLC ETF Ser Solutions Mcelhenny Sh Transaction History
United Advisor Group, LLC
- $689 Million
- Q3 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 209,471 shares of MSMR stock, worth $7.14 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
209,471
Previous 183,573
14.11%
Holding current value
$7.14 Million
Previous $5.68 Million
24.88%
% of portfolio
1.03%
Previous 1.06%
Shares
4 transactions
Others Institutions Holding MSMR
# of Institutions
13Shares Held
3.62MCall Options Held
0Put Options Held
0-
Mc Elhenny Sheffield Capital Management, LLC3MShares$102 Million24.35% of portfolio
-
Aptus Capital Advisors, LLC209KShares$7.11 Million0.06% of portfolio
-
Heritage Oak Wealth Advisors LLC Santa Rosa Beach, FL65.3KShares$2.23 Million0.8% of portfolio
-
Cerity Partners LLC New York, NY45.4KShares$1.55 Million0.0% of portfolio
-
Worth Pointe, LLC La Jolla, CA39.6KShares$1.35 Million0.52% of portfolio