Hhm Wealth Advisors, LLC First Tr Large Cap Value Transaction History
Hhm Wealth Advisors, LLC
- $728 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding FTA
# of Institutions
222Shares Held
11.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$171 Million0.01% of portfolio
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Ubs Group Ag1.01MShares$79.1 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC849KShares$66.5 Million0.03% of portfolio
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Raymond James Financial Inc St. Petersburg, FL452KShares$35.4 Million0.01% of portfolio
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Envestnet Asset Management Inc417KShares$32.6 Million0.01% of portfolio