Hbw Advisory Services LLC ULTIMUS MANAGERS TR Transaction History

Hbw Advisory Services LLC

  • $726 Million
  • Q2 2025
Number of Shares
814,636
Previous 855,991 4.83%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 02, 2025
SELL
N/A
-41,355 Reduced 4.83%
814,636 $0
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
Track This Portfolio

Track Hbw Advisory Services LLC Portfolio

Follow Hbw Advisory Services 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 Hbw Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbw Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email