Number of Shares
10,843
Previous 11,470 5.47%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 17, 2025

SELL
N/A
-627 Reduced 5.47%
10,843 $0
Q1 2025

May 07, 2025

BUY
N/A
5,521 Added 92.81%
11,470 $0
Q4 2024

Jan 15, 2025

BUY
N/A
546 Added 10.11%
5,949 $0
Q3 2024

Oct 15, 2024

BUY
N/A
760 Added 16.37%
5,403 $0
Q2 2024

Jul 26, 2024

BUY
N/A
4,643 New
4,643 $0
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.