Trademark Financial Management, LLC Hartford Fds Exchange Traded Transaction History
Trademark Financial Management, LLC
- $126 Billion
- Q3 2024
A detailed history of Trademark Financial Management, LLC transactions in Hartford Fds Exchange Traded stock. As of the latest transaction made, Trademark Financial Management, LLC holds 12,631 shares of HTAB stock, worth $245,546. This represents 0.2% of its overall portfolio holdings.
Number of Shares
12,631
Previous 17,847
29.23%
Holding current value
$245,546
Previous $345 Million
27.39%
% of portfolio
0.2%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding HTAB
# of Institutions
56Shares Held
11MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.56MShares$30.3 Million0.02% of portfolio
-
Raymond James & Associates St Petersburg, FL989KShares$19.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC821KShares$16 Million0.0% of portfolio
-
Truist Financial Corp788KShares$15.3 Million0.02% of portfolio
-
Amplius Wealth Advisors, LLC756KShares$14.7 Million1.84% of portfolio