HHM Wealth Advisors’s Ennis EBF Stock Holding History

HHM Wealth Advisors’s Portfolio EBF Stock Details EBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-250	Closed	-$5.27K	–	959
2024 Q4	$5.27K	Hold	250	–	–	﹤0.01%	677
2024 Q3	$6.08K	Hold	250	–	–	﹤0.01%	632
2024 Q2	$5.47K	Buy	+250	New	+$5.13K	﹤0.01%	625

Other funds holding EBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HHM Wealth Advisors's EBF Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Ennis (EBF) in Q1 2025, closing a stake of 250 shares — an estimated $5.27K sold.

HHM Wealth Advisors first reported a position in EBF in Q2 2024 and held it in 3 quarters. The position peaked at $6.08K in Q3 2024. 173 funds tracked by Wall St. Rank hold EBF as of Q1 2025.

HHM Wealth Advisors reported no remaining Ennis position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 250 Ennis shares in Q1 2025, an estimated $5.27K.
HHM Wealth Advisors first reported a position in Ennis in Q2 2024 and held it in 3 quarters.
HHM Wealth Advisors's Ennis position peaked at $6.08K in Q3 2024.
173 funds tracked by Wall St. Rank held Ennis as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.