Strategic Planning Group, LLC Hartford Fds Total Return Bd E Transaction History

Strategic Planning Group, LLC

$740 Billion
Q3 2025

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 14, 2025	BUY	$33.14 - $34.12 $57,265 - $58,959	1,728 Added 0.99%	175,818 $5.95 Billion
Q1 2025 Apr 10, 2025	BUY	$33.03 - $34.09 $609,865 - $629,437	18,464 Added 11.86%	174,090 $5.89 Billion
Q4 2024 Jan 23, 2025	BUY	$33.33 - $35.01 $1.33 Million - $1.4 Million	40,014 Added 34.61%	155,626 $5.19 Billion
Q3 2024 Oct 16, 2024	BUY	$33.29 - $35.33 $223,076 - $236,746	6,701 Added 6.15%	115,612 $4.04 Billion
Q2 2024 Aug 02, 2024	BUY	$32.72 - $33.9 $136,867 - $141,803	4,183 Added 3.99%	108,911 $3.65 Billion

Q1 2024 Apr 12, 2024	SELL	$33.37 - $34.14 $671,671 - $687,169	-20,128 Reduced 16.12%	104,728 $3.53 Billion
Q4 2023 Apr 11, 2024	BUY	$31.25 - $34.37 $3.9 Million - $4.29 Million	124,856 New	124,856 $4.25 Billion

Others Institutions Holding HTRB

# of Institutions

135

Shares Held

51.1M

Call Options Held

0

Put Options Held

0

Hartford Funds Management CO LLC Wayne, PA

13.9M
Shares

$476 Million
44.39% of portfolio
Northwestern Mutual Wealth Management CO

2.38M
Shares

$81.5 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

1.88M
Shares

$64.5 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

1.78M
Shares

$61.2 Million
0.1% of portfolio
High Tower Advisors, LLC Chicago, IL

1.68M
Shares

$57.7 Million
0.07% of portfolio

About HARTFORD FDS TOTAL RETURN BD E

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