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Adtran Holdings shares owned by HB Wealth Management

Quarter-by-quarter ownership of Adtran Holdings (ADTN) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Adtran Holdings

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All positions including Adtran Holdings held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Adtran Holdings by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $247k 45k 5.44
2023-12-31 $332k 45k 7.34
2023-09-30 $430k 52k 8.23
2023-06-30 $549k 52k 10.53
2023-03-31 $827k 52k 15.86
2022-12-31 $979k 52k 18.79
2022-09-30 $979k 50k 19.58

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Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Tesla Motors (TSLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for HB Wealth Management

Top funds holding Adtran Holdings

Vanguard Group
William Blair Investment Management
DnB NOR Asset Management AS
Divisar Capital Management
First Eagle Investment Management
Bank of New York Mellon
Federated Investors
Henderson Group
Charles Schwab Investment Management
Jacobs Levy Equity Management
Kovack Advisors
Citadel Advisors
Jpmorgan Chase & Co
Principal Financial Group
Amundi

View all funds holding Adtran Holdings