Integrated Wealth Concepts’s Hillman Solutions HLMN Stock Holding History

Integrated Wealth Concepts’s Portfolio HLMN Stock Details HLMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$296K	Buy
2025 Q1	$364K	Buy
2024 Q4	$403K	Sell
2024 Q3	$438K	Sell
2024 Q2	$424K	Hold
2024 Q1	$509K	Hold
2023 Q4	$441K	Hold
2023 Q3	$395K	Buy
2023 Q2	$336K	Buy