HWA
ZIP icon

HHM Wealth Advisors’s ZipRecruiter ZIP Stock Holding History

HHM Wealth Advisors’s Portfolio ZIP Stock Details ZIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$750 Hold
200
– – ﹤0.01% 844
2026
Q1 		$368 Hold
200
– – ﹤0.01% 848
2025
Q4 		$780 Hold
200
– – ﹤0.01% 808
2025
Q3 		$844 Hold
200
– – ﹤0.01% 812
2025
Q2 		$1K Hold
200
– – ﹤0.01% 812
2025
Q1 		$1.18K Hold
200
– – ﹤0.01% 811
2024
Q4 		$1.45K Hold
200
– – ﹤0.01% 794
2024
Q3 		$1.9K Hold
200
– – ﹤0.01% 712
2024
Q2 		$1.82K Hold
200
– – ﹤0.01% 710
2024
Q1 		$2.3K Hold
200
– – ﹤0.01% 678
2023
Q4 		$2.78K Hold
200
– – ﹤0.01% 673
2023
Q3 		$2.4K Hold
200
– – ﹤0.01% 706
2023
Q2 		$3.55K Buy
+200
New +$3.29K ﹤0.01% 697

Other funds holding ZIP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return