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Hennessy Fds Tr shares owned by Wetzel Investment Advisors

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

Historical chart of Wetzel Investment Advisors investment in Hennessy Fds Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Hennessy Fds Tr by Wetzel Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $22k 754 28.95

More positions owned by Wetzel Investment Advisors

Ishares Tr Core Us Aggbd Et Agg (AGG)
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Jpmorgan Chase & Company JPM (JPM)
Eli Lilly & Company Lly (LLY)
Ishares Tr Rus 1000 Grw Etf Iwf (IWF)
Vanguard Extended Market Etf VXF (VXF)
First Trust Morningstar Dividend Leaders Index Fund FDL (FDL)
First Trust Capital Strength Etf FTCS (FTCS)
Ishares Tr Conv Bd Etf Icvt (ICVT)
Ishares Tr Intl Sel Div Etf Idv (IDV)
Spdr S&p 500 Etf Spy (SPY)
Ishares Tr Core S&p Mcp Etf Ijh (IJH)
Vanguard Value Etf VTV (VTV)
Ishares Incorporated Core Msci Emkt Iemg (IEMG)
Vanguard Total International Stock Etf Vxus (VXUS)

View all positions for Wetzel Investment Advisors

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