Hfg Wealth Management, LLC MANAGED PORTFOLIO SERIES Transaction History

Hfg Wealth Management, LLC

  • $184 Billion
  • Q3 2025
Number of Shares
168,472
Previous 165,824 1.6%
Holding current value
$4.3 Billion
Previous $4.19 Billion 2.6%
% of portfolio
2.34%
Previous 2.28%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
N/A
2,648 Added 1.6%
168,472 $4.3 Billion
Q3 2025

Oct 03, 2025
BUY
N/A
10,458 Added 6.73%
165,824 $4.19 Billion
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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