Opes Wealth Management LLC Hartford Fds Total Return Bd E Transaction History

Opes Wealth Management LLC

$514 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 30, 2023	BUY	$31.69 - $33.97 $1.4 Million - $1.5 Million	44,185 New	44,185 $1.46 Million

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

About HARTFORD FDS TOTAL RETURN BD E

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