Consolidated Planning Corp Hartford Fds Exchange Traded Transaction History
Consolidated Planning Corp
- $637 Million
- Q1 2025
A detailed history of Consolidated Planning Corp transactions in Hartford Fds Exchange Traded stock. As of the latest transaction made, Consolidated Planning Corp holds 555,676 shares of HTAB stock, worth $10.3 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
555,676
Previous 425,308
30.65%
Holding current value
$10.3 Million
Previous $8.23 Million
29.38%
% of portfolio
1.67%
Previous 1.26%
Shares
3 transactions
Others Institutions Holding HTAB
# of Institutions
63Shares Held
17MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.66MShares$49.4 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.83MShares$34.1 Million0.01% of portfolio
-
Amplius Wealth Advisors, LLC1.69MShares$31.3 Million3.64% of portfolio
-
Iag Wealth Partners, LLC1.18MShares$21.9 Million3.95% of portfolio
-
Bank Of America Corp Charlotte, NC1.09MShares$20.2 Million0.0% of portfolio