Hbk Sorce Advisory LLC VANGUARD MALVERN FDS Transaction History

Hbk Sorce Advisory LLC

  • $2.75 Billion
  • Q2 2025
Number of Shares
8,213,718
Previous 7,958,037 3.21%
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

Aug 04, 2025
BUY
N/A
255,681 Added 3.21%
8,213,718 $0
Q1 2025

Apr 23, 2025
BUY
N/A
770,415 Added 10.72%
7,958,037 $0
Q4 2024

Feb 10, 2025
BUY
N/A
451,370 Added 6.7%
7,187,622 $0
Q3 2024

Nov 12, 2024
BUY
N/A
6,731,627 Added 145548.69%
6,736,252 $0
Q1 2024

May 09, 2024
BUY
N/A
4,625 New
4,625 $0
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