Hhm Wealth Advisors, LLC Barclays Bank PLC Transaction History

Hhm Wealth Advisors, LLC

$658 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 28, 2021	SELL	$19.13 - $21.9 $5,165 - $5,913	-270 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$15.98 - $23.06 $4,314 - $6,226	270 New	270 $4,000

Others Institutions Holding DJP

# of Institutions

142

Shares Held

9M

Call Options Held

13.4K

Put Options Held

0

Blb&B Advisors, LLC

1.65M
Shares

$53.4 Million
2.92% of portfolio
Osborne Partners Capital Management, LLC

751K
Shares

$24.3 Million
1.46% of portfolio
Dimension Capital Management LLC Coral Gables, FL

503K
Shares

$16.2 Million
3.32% of portfolio
Badgley Phelps Wealth Managers, LLC

449K
Shares

$14.5 Million
0.36% of portfolio
Goldman Sachs Group Inc New York, NY

447K
Shares

$14.4 Million
0.0% of portfolio

About BARCLAYS BANK PLC

Ticker DJP
Exchange NYSE
Sector ETFs
Industry ETFs

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