HERITAGE OAK WEALTH ADVISORS LLC
Position in MSMR — McElhenny Sheffield Managed Risk ETF
CIK 2035533
SANTA ROSA BEACH, FL
All Filings in MSMR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 MSMR | $2,076,022 | 60,192 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 MSMR | $1,928,955 | 55,382 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 MSMR | $2,209,209 | 65,311 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 MSMR | $6,297,009 | 203,543 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 MSMR | $6,097,620 | 205,238 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 MSMR | $1,261,727 | 41,710 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||