Atticus Wealth Management, LLC Hartford Fds Total Return Bd E Transaction History
Atticus Wealth Management, LLC
- $294 Million
- Q4 2024
A detailed history of Atticus Wealth Management, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 186,006 shares of HTRB stock, worth $6.21 Million. This represents 2.11% of its overall portfolio holdings.
Number of Shares
186,006
Previous 354,408
47.52%
Holding current value
$6.21 Million
Previous $12.4 Million
49.97%
% of portfolio
2.11%
Previous 4.35%
Shares
2 transactions
Others Institutions Holding HTRB
# of Institutions
120Shares Held
44MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$459 Million44.48% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$66.6 Million0.14% of portfolio
-
Wms Partners, LLC1.76MShares$58.7 Million3.62% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$49.7 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$48.7 Million7.03% of portfolio