Symphony Financial, Ltd. Co.
Position in MSMR — McElhenny Sheffield Managed Risk ETF
CIK 1800687
HOUSTON, TX
All Filings in MSMR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MSMR | $496,621 | 14,399 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 MSMR | $545,542 | 15,663 | Shares | Sole | 2026-02-11 | |
| 2024-09-30 MSMR | $304,112 | 10,213 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 MSMR | $291,648 | 10,419 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 MSMR | $224,303 | 8,054 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||