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HHM Wealth Advisors’s iPath Series B Carbon Exchange-Traded Notes GRN Stock Holding History

HHM Wealth Advisors’s Portfolio GRN Stock Details GRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-350
Closed -$9.09K – 1029
2024
Q3 		$9.09K Hold
350
– – ﹤0.01% 580
2024
Q2 		$9.26K Hold
350
– – ﹤0.01% 558
2024
Q1 		$8.45K Hold
350
– – ﹤0.01% 548
2023
Q4 		$10.7K Buy
350
+235
+204% +$7.16K ﹤0.01% 501
2023
Q3 		$3.73K Hold
115
– – ﹤0.01% 669
2023
Q2 		$4.06K Hold
115
– – ﹤0.01% 680
2023
Q1 		$4.11K Hold
115
– – ﹤0.01% 667
2022
Q4 		$3.64K Hold
115
– – ﹤0.01% 555
2022
Q3 		$3K Hold
115
– – ﹤0.01% 577
2022
Q2 		$4K Hold
115
– – ﹤0.01% 670
2022
Q1 		$3K Hold
115
– – ﹤0.01% 652
2021
Q4 		$4K Buy
+115
New +$3.11K ﹤0.01% 592

Other funds holding GRN

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
AWM
Ameliora Wealth Management Zurich, Switzerland $314M AUM 19.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHM Wealth Advisors's GRN Position: Q4 2024 in Review

HHM Wealth Advisors sold out of iPath Series B Carbon Exchange-Traded Notes (GRN) in Q4 2024, closing a stake of 350 shares — an estimated $9.09K sold.

HHM Wealth Advisors first reported a position in GRN in Q4 2021 and held it in 12 quarters. The position peaked at $10.7K in Q4 2023. 7 funds tracked by Wall St. Rank hold GRN as of Q4 2024.

  • HHM Wealth Advisors reported no remaining iPath Series B Carbon Exchange-Traded Notes position as of Q4 2024 after selling out during the quarter.
  • HHM Wealth Advisors sold 350 iPath Series B Carbon Exchange-Traded Notes shares in Q4 2024, an estimated $9.09K.
  • HHM Wealth Advisors first reported a position in iPath Series B Carbon Exchange-Traded Notes in Q4 2021 and held it in 12 quarters.
  • HHM Wealth Advisors's iPath Series B Carbon Exchange-Traded Notes position peaked at $10.7K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held iPath Series B Carbon Exchange-Traded Notes as of Q4 2024.

Based on HHM Wealth Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.