United Advisor Group, LLC Hartford Fds Total Return Bd E Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, United Advisor Group, LLC holds 15,368 shares of HTRB stock, worth $518,516. This represents 0.13% of its overall portfolio holdings.
Number of Shares
15,368
Previous 15,323
0.29%
Holding current value
$518,516
Previous $513,000
4.68%
% of portfolio
0.13%
Previous 0.17%
Shares
4 transactions
Others Institutions Holding HTRB
# of Institutions
115Shares Held
41.5MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$463 Million44.48% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$67.3 Million0.16% of portfolio
-
Wms Partners, LLC1.76MShares$59.3 Million3.62% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$50.2 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$49.2 Million7.03% of portfolio