Wr Wealth Planners, LLC Hartford Multifactor Developed Transaction History
Wr Wealth Planners, LLC
- $301 Million
- Q4 2024
Shares
5 transactions
Others Institutions Holding RODM
# of Institutions
129Shares Held
31.8MCall Options Held
0Put Options Held
0-
Cerity Partners LLC New York, NY3.96MShares$144 Million0.23% of portfolio
-
Morgan Stanley New York, NY3.25MShares$118 Million0.01% of portfolio
-
Hartford Funds Management CO LLC Wayne, PA2.88MShares$105 Million9.54% of portfolio
-
Bank Of America Corp Charlotte, NC2.63MShares$95.6 Million0.01% of portfolio
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Foster & Motley Inc Cincinnati, OH1.98MShares$71.8 Million3.78% of portfolio