Cerity Partners LLC - HENNESSY FDS TR ownership

HENNESSY FDS TR's ticker is and the CUSIP is 42588P692. A total of 7 filers reported holding HENNESSY FDS TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of HENNESSY FDS TR
ValueSharesWeighting
Q2 2023$556,222
+1.7%
20,6530.0%0.00%
+100.0%
Q1 2023$546,799
+4.9%
20,6530.0%0.00%
-66.7%
Q4 2022$521,27320,6530.00%
Other shareholders
HENNESSY FDS TR shareholders Q1 2023
NameSharesValueWeighting ↓
Robertson Stephens Wealth Management, LLC 829,749$21,968,0271.69%
J.P. Morgan Private Wealth Advisors LLC 20,194$534,6460.00%
Cerity Partners LLC 20,653$546,7990.00%
CWM, LLC 297$80.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
UBS Group AG 77$2,0390.00%
OSAIC HOLDINGS, INC. 2,449$64,8360.00%
View complete list of HENNESSY FDS TR shareholders