Wcg Wealth Advisors LLC Hartford Fds Total Return Bd E Transaction History
Wcg Wealth Advisors LLC
- $1.42 Billion
- Q4 2024
A detailed history of Wcg Wealth Advisors LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 972,991 shares of HTRB stock, worth $32.8 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
972,991
Previous 973,108
0.01%
Holding current value
$32.8 Million
Previous $34 Million
4.68%
% of portfolio
2.29%
Previous 2.3%
Shares
12 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$492 Million48.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$67.3 Million0.14% of portfolio
-
Wms Partners, LLC1.95MShares$65.7 Million3.73% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$59.1 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$49.2 Million7.03% of portfolio