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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
2024-03-31 $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
Essex
Wealth Enhancement Advisory Services
HPM Partners
Cedar Mountain Advisors
Commonwealth Equity Services
Gts Securities
Royal Bank of Canada
Horizon Financial Services
UBS Group
Wetzel Investment Advisors
CWM
Wells Fargo & Company
Key FInancial
Advisor Group Holdings

View all funds holding Hennessy Fds Tr