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Institute for Wealth Management’s Hillman Solutions HLMN Stock Holding History

Institute for Wealth Management’s Portfolio HLMN Stock Details HLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$81.7K Hold
11,441
– – 0.01% 556
2025
Q1 		$101K Hold
11,441
– – 0.01% 521
2024
Q4 		$111K Hold
11,441
– – 0.01% 499
2024
Q3 		$121K Hold
11,441
– – 0.02% 539
2024
Q2 		$101K Buy
+11,441
New +$101K 0.01% 500