Montis Financial, LLC Hartford Fds Total Return Bd E Transaction History
Montis Financial, LLC
- $322 Million
- Q4 2024
A detailed history of Montis Financial, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Montis Financial, LLC holds 18,192 shares of HTRB stock, worth $618,164. This represents 0.19% of its overall portfolio holdings.
Number of Shares
18,192
Previous 22,563
19.37%
Holding current value
$618,164
Previous $788,000
23.1%
% of portfolio
0.19%
Previous 0.28%
Shares
2 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$495 Million48.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$67.7 Million0.14% of portfolio
-
Wms Partners, LLC1.95MShares$66.1 Million3.73% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$59.5 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$49.6 Million7.03% of portfolio