Concurrent Investment Advisors, LLC Hartford Fds Total Return Bd E Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
A detailed history of Concurrent Investment Advisors, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 67,268 shares of HTRB stock, worth $2.27 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
67,268
Previous 118,515
43.24%
Holding current value
$2.27 Million
Previous $3.97 Billion
40.75%
% of portfolio
0.07%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding HTRB
# of Institutions
109Shares Held
39.3MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA14.4MShares$486 Million45.37% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$67.2 Million0.16% of portfolio
-
Wms Partners, LLC1.65MShares$55.7 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$47 Million0.0% of portfolio
-
Ubs Group Ag1.32MShares$44.5 Million0.01% of portfolio