HHM Wealth Advisors »

Permrock Royalty Trust tr unit shares owned by HHM Wealth Advisors

Quarter-by-quarter ownership of Permrock Royalty Trust tr unit (PRT) shares owned by HHM Wealth Advisors from 13F filings

Historical chart of HHM Wealth Advisors investment in Permrock Royalty Trust tr unit

Tip: Access up to 7 years of quarterly data

All positions including Permrock Royalty Trust tr unit held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Permrock Royalty Trust tr unit by HHM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 4.3k 3.93
2024-06-30 $23k 5.8k 3.89

More positions owned by HHM Wealth Advisors

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Index Fds Real Estate Etf (VNQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Fundamental Emer (FNDE)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Intl (FNDF)
Microsoft Corporation (MSFT)

View all positions for HHM Wealth Advisors

Top funds holding Permrock Royalty Trust tr unit

BlackRock
BlackRock
Camden Capital
Royal Bank of Canada
Rsm Us Wealth Management
CWA Asset Management
Virtu Financial
Citadel Advisors
HHM Wealth Advisors
Advisor Group Holdings
Morgan Stanley
Tucker Asset Management
Barclays
Tower Research Capital
Harbour Investments

View all funds holding Permrock Royalty Trust tr unit