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Hennessy Fds Tr shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Hennessy Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Hennessy Fds Tr by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $223k 7.1k 31.32
2024-03-31 $210k 7.1k 29.46

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View all positions for Modern Wealth Management

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
Morgan Stanley
Horizon Financial Services
Atlantic Trust
CWM
Advisor Group Holdings
Goss Wealth Management
Venturi Wealth Management

View all funds holding Hennessy Fds Tr