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25 LLC’s Wahed FTSE USA Shariah ETF HLAL Stock Holding History

25 LLC’s Portfolio HLAL Stock Details HLAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-88
Closed -$3.81K – 236
2023
Q2 		$3.81K Buy
+88
New +$3.54K ﹤0.01% 187

Other funds holding HLAL

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LCGC
Legacy Capital Group California Los Gatos, California $332M AUM 42.15% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $308M AUM 41.73% 1-Year Est. Return

25 LLC's HLAL Position: Q3 2023 in Review

25 LLC sold out of Wahed FTSE USA Shariah ETF (HLAL) in Q3 2023, closing a stake of 88 shares — an estimated $3.81K sold.

25 LLC first reported a position in HLAL in Q2 2023 and held it in 1 quarter. The position peaked at $3.81K in Q2 2023. 28 funds tracked by Wall St. Rank hold HLAL as of Q3 2023.

  • 25 LLC reported no remaining Wahed FTSE USA Shariah ETF position as of Q3 2023 after selling out during the quarter.
  • 25 LLC sold 88 Wahed FTSE USA Shariah ETF shares in Q3 2023, an estimated $3.81K.
  • 25 LLC first reported a position in Wahed FTSE USA Shariah ETF in Q2 2023 and held it in 1 quarter.
  • 25 LLC's Wahed FTSE USA Shariah ETF position peaked at $3.81K in Q2 2023.
  • 28 funds tracked by Wall St. Rank held Wahed FTSE USA Shariah ETF as of Q3 2023.

Based on 25 LLC's 13F filing for Q3 2023, filed 18 Oct 2023.