Hfg Wealth Management, LLC MANAGED PORTFOLIO SERIES Transaction History

Hfg Wealth Management, LLC

  • $164 Billion
  • Q2 2025
Number of Shares
155,366
Previous 148,602 4.55%
Holding current value
$3.72 Billion
Previous $3.76 Billion 0.87%
% of portfolio
2.27%
Previous 2.27%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 09, 2025
BUY
N/A
6,764 Added 4.55%
155,366 $3.72 Billion
Q1 2025

Apr 08, 2025
BUY
N/A
148,602 New
148,602 $3.76 Billion
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