Financial Advocates Investment Management Hartford Fds Total Return Bd E Transaction History
Financial Advocates Investment Management
- $1.71 Billion
- Q4 2024
A detailed history of Financial Advocates Investment Management transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Financial Advocates Investment Management holds 97,244 shares of HTRB stock, worth $3.28 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
97,244
Previous 89,271
8.93%
Holding current value
$3.28 Million
Previous $3.12 Million
3.88%
% of portfolio
0.19%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding HTRB
# of Institutions
129Shares Held
48.7MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA14.6MShares$492 Million48.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$67.3 Million0.14% of portfolio
-
Wms Partners, LLC1.95MShares$65.7 Million3.73% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$59.1 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$49.2 Million7.03% of portfolio