Zhang Financial LLC ETF Ser Solutions Hoya Cap Hsg Transaction History

Zhang Financial LLC

$2.42 Billion
Q3 2025

A detailed history of Zhang Financial LLC transactions in ETF Ser Solutions Hoya Cap Hsg stock. As of the latest transaction made, Zhang Financial LLC holds 5,623 shares of HOMZ stock, worth $250,785. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,623

Holding current value

$250,785

% of portfolio

0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$43.63 - $49.45 $245,331 - $278,057	5,623 New	5,623 $264,000
Q1 2025 Apr 15, 2025	BUY	$43.6 - $47.58 $1,438 - $1,570	33 Added 0.6%	5,555 $246,000
Q4 2024 Jan 16, 2025	BUY	$44.98 - $51.67 $1,484 - $1,705	33 Added 0.6%	5,522 $250,000
Q4 2023 Jan 31, 2024	BUY	$32.2 - $42.72 $176,745 - $234,490	5,489 New	5,489 $232,000
Q2 2023 Jul 18, 2023	BUY	$33.68 - $38.74 $184,869 - $212,643	5,489 New	5,489 $212,000

Others Institutions Holding HOMZ

# of Institutions

Shares Held

388K

Call Options Held

Put Options Held

Pettee Investors, Inc.

154K
Shares

$6.86 Million
4.14% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

98.2K
Shares

$4.38 Million
0.01% of portfolio
Hoya Capital Real Estate, LLC

47.9K
Shares

$2.14 Million
37.46% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

19.6K
Shares

$873,089
0.0% of portfolio
Concurrent Investment Advisors, LLC Tampa, FL

15.8K
Shares

$706,597
0.01% of portfolio

View Full List

About ETF SER SOLUTIONS HOYA CAP HSG

Ticker HOMZ
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