Wms Partners, LLC Hartford Fds Total Return Bd E Transaction History
Wms Partners, LLC
- $1.74 Billion
- Q4 2024
A detailed history of Wms Partners, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Wms Partners, LLC holds 1,945,220 shares of HTRB stock, worth $65.9 Million. This represents 3.73% of its overall portfolio holdings.
Number of Shares
1,945,220
Previous 1,757,689
10.67%
Holding current value
$65.9 Million
Previous $61.4 Million
5.51%
% of portfolio
3.73%
Previous 3.62%
Shares
7 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$494 Million48.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$67.6 Million0.14% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$59.4 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$49.5 Million7.03% of portfolio
-
Ubs Group Ag1.43MShares$48.3 Million0.01% of portfolio