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 340,154 shares of HTRB stock, worth $11.4 Million. This represents 4.11% of its overall portfolio holdings.

Number of Shares
340,154
Previous 186,006 82.87%
Holding current value
$11.4 Million
Previous $6.2 Million 85.79%
% of portfolio
4.11%
Previous 2.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025

BUY
$33.03 - $34.09 $5.09 Million - $5.25 Million
154,148 Added 82.87%
340,154 $11.5 Million
Q4 2024

Jan 22, 2025

SELL
$33.33 - $35.01 $5.61 Million - $5.9 Million
-168,402 Reduced 47.52%
186,006 $6.2 Million
Q3 2024

Oct 15, 2024

BUY
$33.29 - $35.33 $11.8 Million - $12.5 Million
354,408 New
354,408 $12.4 Million

Others Institutions Holding HTRB

About HARTFORD FDS TOTAL RETURN BD E


  • Ticker HTRB
  • Sector ETFs
  • Industry ETFs
More about HTRB
Track This Portfolio

Track Atticus Wealth Management, LLC Portfolio

Follow Atticus Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atticus Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atticus Wealth Management, LLC with notifications on news.