Hbw Advisory Services LLC ULTIMUS MANAGERS TR Transaction History

Hbw Advisory Services LLC

  • $634 Million
  • Q1 2025
Number of Shares
855,991
Previous 813,022 5.29%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
N/A
42,969 Added 5.29%
855,991 $0
Q4 2024

Jan 10, 2025
SELL
N/A
-31,607 Reduced 3.74%
813,022 $0
Q3 2024

Oct 04, 2024
SELL
N/A
-348,430 Reduced 29.2%
844,629 $0
Q2 2024

Jul 05, 2024
BUY
N/A
34,076 Added 2.94%
1,193,059 $0
Q4 2023

Jan 16, 2024
BUY
N/A
55,277 Added 5.01%
1,158,983 $31.8 Million
Q3 2023

Oct 11, 2023
BUY
N/A
42,452 Added 4.0%
1,103,706 $30.1 Million
Q2 2023

Jul 05, 2023
SELL
N/A
-5,229 Reduced 0.49%
1,061,254 $29.4 Million
Q1 2023

Apr 07, 2023
BUY
N/A
1,066,483 New
1,066,483 $26.8 Million
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