Opes Wealth Management LLC Hartford Fds Total Return Bd E Call Options Transaction History
Opes Wealth Management LLC
- $514 Million
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding HTRB
# of Institutions
117Shares Held
42.4MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$460 Million44.48% of portfolio
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Wealth Enhancement Advisory Services, LLC1.99MShares$66.8 Million0.16% of portfolio
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Wms Partners, LLC1.76MShares$58.9 Million3.62% of portfolio
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Bank Of America Corp Charlotte, NC1.49MShares$49.8 Million0.0% of portfolio
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Financial Planning & Information Services, Inc.1.46MShares$48.9 Million7.03% of portfolio