Concurrent Investment Advisors, LLC Hartford Fds Total Return Bd E Transaction History

Concurrent Investment Advisors, LLC

$5.83 Trillion
Q3 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,202 shares of HTRB stock, worth $212,790. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,202

Previous 6,352 2.36%

Holding current value

$212,790

Previous $215 Million 1.15%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$33.47 - $34.58 $5,020 - $5,187	-150 Reduced 2.36%	6,202 $213 Million
Q2 2025 Jul 25, 2025	SELL	$33.14 - $34.12 $22,104 - $22,758	-667 Reduced 9.5%	6,352 $215 Million
Q1 2025 Apr 29, 2025	SELL	$33.03 - $34.09 $1.63 Million - $1.68 Million	-49,278 Reduced 87.53%	7,019 $238 Million
Q4 2024 Feb 03, 2025	SELL	$33.33 - $35.01 $365,663 - $384,094	-10,971 Reduced 16.31%	56,297 $1.88 Billion
Q3 2024 Oct 30, 2024	SELL	$33.29 - $35.33 $1.71 Million - $1.81 Million	-51,247 Reduced 43.24%	67,268 $2.35 Billion

Q2 2024 Jul 30, 2024	BUY	$32.72 - $33.9 $3.88 Million - $4.02 Million	118,515 New	118,515 $3.97 Billion

Others Institutions Holding HTRB

# of Institutions

135

Shares Held

51.1M

Call Options Held

Put Options Held

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About HARTFORD FDS TOTAL RETURN BD E

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Concurrent Investment Advisors, LLC Hartford Fds Total Return Bd E Transaction History