Sanchez Wealth Management Group Hartford Fds Total Return Bd E Transaction History
Sanchez Wealth Management Group
- $347 Million
- Q4 2024
A detailed history of Sanchez Wealth Management Group transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Sanchez Wealth Management Group holds 272,165 shares of HTRB stock, worth $9.23 Million. This represents 2.62% of its overall portfolio holdings.
Number of Shares
272,165
Previous 266,994
1.94%
Holding current value
$9.23 Million
Previous $9.33 Million
2.82%
% of portfolio
2.62%
Previous 3.02%
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$494 Million48.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$67.6 Million0.14% of portfolio
-
Wms Partners, LLC1.95MShares$65.9 Million3.73% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$59.4 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$49.5 Million7.03% of portfolio