Beacon Financial Advisory LLC Hartford Multifactor Developed Transaction History

Beacon Financial Advisory LLC

$280 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 25, 2021	SELL	$25.02 - $28.69 $225,555 - $258,640	-9,015 Closed	0 $0
Q3 2020 Oct 08, 2020	BUY	$24.62 - $26.61 $221,949 - $239,889	9,015 New	9,015 $233,000

Others Institutions Holding RODM

# of Institutions

118

Shares Held

34.2M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

5.31M
Shares

$160 Million
0.33% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.32M
Shares

$100 Million
9.33% of portfolio
Morgan Stanley New York, NY

3.31M
Shares

$99.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.72M
Shares

$82.1 Million
0.01% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

2.06M
Shares

$62.3 Million
1.42% of portfolio

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
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