Advance Capital Management, Inc. Hartford Fds Total Return Bd E Transaction History
Advance Capital Management, Inc.
- $1.68 Billion
- Q4 2024
A detailed history of Advance Capital Management, Inc. transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Advance Capital Management, Inc. holds 516,767 shares of HTRB stock, worth $17.2 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
516,767
Previous 515,075
0.33%
Holding current value
$17.2 Million
Previous $18 Million
4.35%
% of portfolio
1.02%
Previous 1.07%
Shares
4 transactions
Others Institutions Holding HTRB
# of Institutions
117Shares Held
42.3MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$458 Million44.48% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$66.5 Million0.14% of portfolio
-
Wms Partners, LLC1.76MShares$58.7 Million3.62% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$49.6 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$48.7 Million7.03% of portfolio