Hhm Wealth Advisors, LLC Northern Lts Fd Tr Iv Inspire Transaction History

Hhm Wealth Advisors, LLC

$735 Million
Q1 2025

A detailed history of Hhm Wealth Advisors, LLC transactions in Northern Lts Fd Tr Iv Inspire stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 5,225 shares of BLES stock, worth $206,230. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,225

Previous 5,225 -0.0%

Holding current value

$206,230

Previous $193,000 2.07%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$36.95 - $39.5 $16,442 - $17,577	445 Added 9.31%	5,225 $193,000
Q3 2024 Nov 12, 2024	SELL	$35.93 - $39.64 $6,467 - $7,135	-180 Reduced 3.63%	4,780 $188,000
Q2 2024 Aug 07, 2024	BUY	$35.55 - $38.08 $32,705 - $35,033	920 Added 22.77%	4,960 $181,000
Q2 2023 Aug 11, 2023	BUY	$31.81 - $33.75 $33,877 - $35,943	1,065 Added 35.8%	4,040 $135,000
Q3 2022 Nov 04, 2022	BUY	$27.63 - $33.51 $54,431 - $66,014	1,970 Added 196.02%	2,975 $82,000
Q2 2022 Aug 08, 2022	BUY	$29.83 - $36.25 $29,979 - $36,431	1,005 New	1,005 $30,000

Others Institutions Holding BLES

# of Institutions

Shares Held

2.37M

Call Options Held

Put Options Held

View Full List

About NORTHERN LTS FD TR IV INSPIRE

Ticker BLES
Sector ETFs
Industry ETFs

More about BLES

Track This Portfolio

Portfolio Update

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

News

Stay updated on Hhm Wealth Advisors, LLC with notifications on news.

Account

Hhm Wealth Advisors, LLC Northern Lts Fd Tr Iv Inspire Transaction History