Kathleen S. Wright Associates Inc. Hartford Fds Total Return Bd E Put Options Transaction History

Kathleen S. Wright Associates Inc.

$246 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding HTRB

# of Institutions

117

Shares Held

42.4M

Call Options Held

0

Put Options Held

0

Hartford Funds Management CO LLC Wayne, PA

13.7M
Shares

$460 Million
44.48% of portfolio
Wealth Enhancement Advisory Services, LLC

1.99M
Shares

$66.8 Million
0.16% of portfolio
Wms Partners, LLC

1.76M
Shares

$58.9 Million
3.62% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$49.8 Million
0.0% of portfolio
Financial Planning & Information Services, Inc.

1.46M
Shares

$48.9 Million
7.03% of portfolio

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