Etf Ser Solutions shares owned by Heritage Oak Wealth Advisors
Quarter-by-quarter ownership of Etf Ser Solutions (MSMR) shares owned by Heritage Oak Wealth Advisors
from 13F filings
Historical chart of Heritage Oak Wealth Advisors investment in Etf Ser Solutions
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Quarterly reported holdings in Etf Ser Solutions by Heritage Oak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 65k | 33.83 |
| 2025-06-30 | $6.3M | 204k | 30.94 |
| 2025-03-31 | $6.1M | 205k | 29.71 |
| 2024-12-31 | $1.3M | 42k | 30.25 |
More positions owned by Heritage Oak Wealth Advisors
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