Q4 2024 13F Holders as of 31 Dec 2024
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Type / Class
-
Equity / MCELHENNY SHEFLD
-
Total 13F shares
-
2,242,030
-
Share change
-
+164,565
-
Total reported value
-
$67,821,435
-
Price per share
-
$30.25
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Number of holders
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10
-
Value change
-
+$4,991,520
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Number of buys
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9
-
Number of sells
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3
Institutional Holders of ETF SER SOLUTIONS - MCELHENNY SHEFLD (MSMR) as of Q4 2024
As of 31 Dec 2024 ETF SER SOLUTIONS - MCELHENNY SHEFLD (MSMR) had 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,242,030 shares of stock of the company.
Largest 10 holders included McElhenny Sheffield Capital Management, LLC, Cerity Partners LLC, HERITAGE OAK WEALTH ADVISORS LLC, WorthPointe, LLC, LEVEL FOUR ADVISORY SERVICES, LLC, CITADEL ADVISORS LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, Atria Wealth Solutions, Inc., United Advisor Group, LLC, and Aptus Capital Advisors, LLC.
This table shows 10 institutional shareholders of the security as of 31 Dec 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.