Atticus Wealth Management, LLC Hartford Fds Total Return Bd E Transaction History
Atticus Wealth Management, LLC
- $281 Million
- Q1 2025
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
Others Institutions Holding HTRB
# of Institutions
133Shares Held
48.8MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA14.6MShares$489 Million48.05% of portfolio
-
Wms Partners, LLC1.95MShares$65.3 Million3.73% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.86MShares$62.3 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$58.8 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$49 Million7.03% of portfolio