Strategic Planning Group, LLC Hartford Fds Total Return Bd E Transaction History
Strategic Planning Group, LLC
- $507 Billion
- Q3 2024
A detailed history of Strategic Planning Group, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Strategic Planning Group, LLC holds 115,612 shares of HTRB stock, worth $3.91 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
115,612
Previous 108,911
6.15%
Holding current value
$3.91 Million
Previous $3.65 Billion
10.81%
% of portfolio
0.8%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding HTRB
# of Institutions
111Shares Held
39.3MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA14.4MShares$488 Million45.37% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$67.5 Million0.16% of portfolio
-
Wms Partners, LLC1.65MShares$55.9 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$47.2 Million0.0% of portfolio
-
Ubs Group Ag1.32MShares$44.8 Million0.01% of portfolio