Modern Wealth Management, LLC Hartford Fds Exchange Traded T Call Options Transaction History
Modern Wealth Management, LLC
- $3.78 Billion
 - Q2 2025
 
Call Options
	  0 transactions
	
  | Quarter | Operation | Price Per call | calls change | calls Held | SEC Form | 
|---|
Others Institutions Holding HSUN
# of Institutions
19Shares Held
3.22MCall Options Held
0Put Options Held
0- 
    
      Hartford Funds Management CO LLC Wayne, PA1.67MShares$57 Million5.3% of portfolio
 - 
    
      Wellington Management Group LLP Boston, MA373KShares$12.7 Million0.0% of portfolio
 - 
    
      Centric Wealth Management357KShares$12.2 Million3.05% of portfolio
 - 
    
      Wealth Enhancement Advisory Services, LLC189KShares$6.45 Million0.01% of portfolio
 - 
    
      Sonoma Allocations LLC Santa Rosa, CA64.8KShares$2.21 Million0.84% of portfolio