Robertson Stephens Wealth Management, LLC - HENNESSY FDS TR ownership

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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%.

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Filings
Quarter-by-quarter ownership
Robertson Stephens Wealth Management, LLC ownership history of HENNESSY FDS TR
ValueSharesWeighting
Q3 2023$20,307,029
-8.2%
804,876
-2.0%
1.37%
-12.5%
Q2 2023$22,121,869
+0.7%
821,403
-1.0%
1.56%
-7.4%
Q1 2023$21,968,027
+5.7%
829,749
+0.8%
1.69%
-16.5%
Q4 2022$20,779,575–823,292–2.02%–
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Other shareholders
HENNESSY FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Robertson Stephens Wealth Management, LLC 804,876$20,307,0291.37%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
BlackRock Inc. 1$250.00%
ENVESTNET ASSET MANAGEMENT INC 8,204$206,9800.00%
CWM, LLC 297$70.00%
OSAIC HOLDINGS, INC. 2,974$75,0300.00%
View complete list of HENNESSY FDS TR shareholders