Sherrill & Hutchins Financial Advisory, Inc Hartford Fds Total Return Bd E Transaction History

Sherrill & Hutchins Financial Advisory, Inc

$116 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 12, 2024	BUY	$32.72 - $33.9 $269,547 - $279,268	8,238 New	8,238 $276 Million
Q4 2023 Jan 17, 2024	BUY	$31.25 - $34.37 $332,750 - $365,971	10,648 New	10,648 $362 Million

Others Institutions Holding HTRB

# of Institutions

117

Shares Held

42.4M

Call Options Held

Put Options Held

Hartford Funds Management CO LLC Wayne, PA

13.7M
Shares

$461 Million
44.48% of portfolio
Wealth Enhancement Advisory Services, LLC

1.99M
Shares

$67 Million
0.16% of portfolio
Wms Partners, LLC

1.76M
Shares

$59 Million
3.62% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$49.9 Million
0.0% of portfolio
Financial Planning & Information Services, Inc.

1.46M
Shares

$49 Million
7.03% of portfolio

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