Legacy Financial Advisors, Inc. Hartford Fds Total Return Bd E Transaction History
Legacy Financial Advisors, Inc.
- $515 Million
- Q3 2024
Shares
5 transactions
Others Institutions Holding HTRB
# of Institutions
117Shares Held
42.4MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$458 Million44.48% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$66.5 Million0.14% of portfolio
-
Wms Partners, LLC1.76MShares$58.6 Million3.62% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$49.6 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$48.7 Million7.03% of portfolio