Number of Shares
61,415.00
Current Holdings Value*
$1.82 Mil
% of Portfolio
0.37%
Total Estimate Gain
$85,432.46
% of Total Estimate Gain
4.59%

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 $31.72, United Advisor Group, LLC's estimated gain on his MSMR holdings is $85,432.46, reflecting a 4.59% gain to date.

United Advisor Group, LLC MSMR ($31.72) Holding Chart

United Advisor Group, LLC MSMR ($31.72) 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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