Accurate Wealth Management, LLC
Position in MSMR — McElhenny Sheffield Managed Risk ETF
CIK 1877728
WESLEY CHAPEL, FL
All Filings in MSMR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MSMR | $979,826 | 28,409 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 MSMR | $867,615 | 24,910 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 MSMR | $390,656 | 11,549 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 MSMR | $354,692 | 11,465 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 MSMR | $489,026 | 16,460 | Shares | Sole | 2025-04-15 | |
| 2022-12-31 MSMR | $169,158 | 7,826 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 MSMR | $133,304 | 6,195 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 MSMR | $235,587 | 10,415 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||