Golden State Equity Partners Hartford Fds Total Return Bd E Transaction History
Golden State Equity Partners
- $182 Million
- Q3 2024
A detailed history of Golden State Equity Partners transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Golden State Equity Partners holds 150,066 shares of HTRB stock, worth $5.02 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
150,066
Previous 135,350
10.87%
Holding current value
$5.02 Million
Previous $4.73 Million
10.89%
% of portfolio
2.89%
Previous 1.07%
Shares
14 transactions
Others Institutions Holding HTRB
# of Institutions
117Shares Held
42.4MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$459 Million44.48% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$66.7 Million0.16% of portfolio
-
Wms Partners, LLC1.76MShares$58.8 Million3.62% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$49.7 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$48.8 Million7.03% of portfolio