Sanchez Wealth Management Group Hartford Fds Total Return Bd E Transaction History

Sanchez Wealth Management Group

  • $341 Million
  • Q1 2025

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 275,368 shares of HTRB stock, worth $9.25 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
275,368
Previous 272,165 1.18%
Holding current value
$9.25 Million
Previous $9.07 Million 2.57%
% of portfolio
2.73%
Previous 2.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$33.03 - $34.09 $105,795 - $109,190
3,203 Added 1.18%
275,368 $9.3 Million
Q4 2024

Jan 28, 2025
BUY
$33.33 - $35.01 $172,349 - $181,036
5,171 Added 1.94%
272,165 $9.07 Million
Q3 2024

Nov 05, 2024
BUY
$33.29 - $35.33 $8.89 Million - $9.43 Million
266,994 New
266,994 $9.33 Million

Others Institutions Holding HTRB

# of Institutions
132
Shares Held
48.7M
Call Options Held
0
Put Options Held
0
View Full List

About HARTFORD FDS TOTAL RETURN BD E

HTRB Quotes by TradingView
  • Ticker HTRB
  • Sector ETFs
  • Industry ETFs
More about HTRB
Track This Portfolio

Track Sanchez Wealth Management Group Portfolio

Follow Sanchez Wealth Management Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sanchez Wealth Management Group, based on Form 13F filings with the SEC.

News

Stay updated on Sanchez Wealth Management Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email