OSAIC HOLDINGS, INC. - HENNESSY FDS TR ownership

HENNESSY FDS TR's ticker is and the CUSIP is 42588P692. A total of 6 filers reported holding HENNESSY FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of HENNESSY FDS TR
ValueSharesWeighting
Q3 2023$75,030
+8.7%
2,974
+16.1%
0.00%
Q2 2023$68,998
+6.4%
2,562
+4.6%
0.00%
Q1 2023$64,836
+32.3%
2,449
+27.0%
0.00%
Q4 2022$49,0001,9280.00%
Other shareholders
HENNESSY FDS TR shareholders Q3 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