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Hennessy Fds Tr shares owned by CWM

Quarter-by-quarter ownership of Hennessy Fds Tr (STNC) shares owned by CWM from 13F filings

Historical chart of CWM investment in Hennessy Fds Tr

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All positions including Hennessy Fds Tr held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hennessy Fds Tr by CWM

Quarter filed Position value Share count Share price at filing
2024-09-30 $20k 631 31.70
2024-06-30 $9.0k 297 30.30
2024-03-31 $9.0k 297 30.30
2023-12-31 $8.0k 297 26.94
2023-09-30 $7.0k 297 23.57
2023-06-30 $8.0k 297 26.94
2023-03-31 $8.0k 297 26.94

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View all positions for CWM

Top funds holding Hennessy Fds Tr

Robertson Stephens Wealth Management
Wealth Enhancement Advisory Services
LPL Financial
Cedar Mountain Advisors
Commonwealth Equity Services
Cetera Investment Advisers
Modern Wealth Management
Susquehanna International
Morgan Stanley
Horizon Financial Services
Atlantic Trust
CWM
Advisor Group Holdings
Goss Wealth Management
Venturi Wealth Management

View all funds holding Hennessy Fds Tr