United Advisor Group, LLC MSMR Holdings History
United Advisor Group, LLC's McElhenny Sheffield Managed Risk ETF Holding Summary
As of 2025-03-31, United Advisor Group, LLC held 61,415.00 shares of McElhenny Sheffield Managed Risk ETF(MSMR), totaling $1.82 Mil. This investment constitutes 0.37% of their stock portfolio, and United Advisor Group, LLC now holds 1.72% of the outstanding McElhenny Sheffield Managed Risk ETF(MSMR) stock.
The initial trade took place in 2024Q4. And since then United Advisor Group, LLC has made 2 purchases of MSMR, at an average price of $30.32, for a total of 61,415.00 shares. Based on historical transaction data and MSMR's current price of $31.87, United Advisor Group, LLC's estimated gain on his MSMR holdings is $94,890.37, reflecting a 5.10% gain to date.
United Advisor Group, LLC MSMR ($31.87) Holding Chart
United Advisor Group, LLC MSMR ($31.87) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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