Financial Advocates Investment Management Hartford Fds Exchange Traded Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Hartford Fds Exchange Traded stock. As of the latest transaction made, Financial Advocates Investment Management holds 63,972 shares of HTAB stock, worth $1.24 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

63,972

Previous 57,542 11.17%

Holding current value

$1.24 Million

Previous $1.11 Million 14.04%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$19.24 - $19.9 $123,713 - $127,956	6,430 Added 11.17%	63,972 $1.27 Million
Q2 2024 Jul 26, 2024	BUY	$19.06 - $19.56 $395,113 - $405,478	20,730 Added 56.31%	57,542 $1.11 Million
Q1 2024 May 01, 2024	BUY	$19.39 - $19.8 $36,647 - $37,422	1,890 Added 5.41%	36,812 $720,000
Q4 2023 Feb 08, 2024	SELL	$17.75 - $19.83 $678,351 - $757,843	-38,217 Reduced 52.25%	34,922 $690,000
Q3 2023 Oct 27, 2023	SELL	$18.25 - $19.61 $930 - $1,000	-51 Reduced 0.07%	73,139 $1.34 Million
Q2 2023 Aug 07, 2023	BUY	$19.16 - $19.86 $919,009 - $952,584	47,965 Added 190.15%	73,190 $1.42 Million
Q1 2023 May 11, 2023	BUY	$19.08 - $19.83 $481,292 - $500,211	25,225 New	25,225 $494,000

Others Institutions Holding HTAB

# of Institutions

Shares Held

12.6M

Call Options Held

Put Options Held

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About HARTFORD FDS EXCHANGE TRADED

Ticker HTAB
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Financial Advocates Investment Management Hartford Fds Exchange Traded Transaction History