Belpointe Asset Management LLC Hartford Fds Total Return Bd E Transaction History

Belpointe Asset Management LLC

$1.51 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 08, 2023	BUY	$31.69 - $33.97 $19,014 - $20,382	600 New	600 $19,000

Others Institutions Holding HTRB

# of Institutions

133

Shares Held

48.8M

Call Options Held

0

Put Options Held

0

Hartford Funds Management CO LLC Wayne, PA

14.6M
Shares

$489 Million
48.05% of portfolio
Wms Partners, LLC

1.95M
Shares

$65.3 Million
3.73% of portfolio
Wealth Enhancement Advisory Services, LLC

1.86M
Shares

$62.3 Million
0.13% of portfolio
Bank Of America Corp Charlotte, NC

1.75M
Shares

$58.8 Million
0.0% of portfolio
Financial Planning & Information Services, Inc.

1.46M
Shares

$49 Million
7.03% of portfolio

About HARTFORD FDS TOTAL RETURN BD E

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