Advance Capital Management, Inc. Hartford Fds Total Return Bd E Transaction History
Advance Capital Management, Inc.
- $1.69 Billion
- Q3 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 515,075 shares of HTRB stock, worth $17.3 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
515,075
Previous 383,232
34.4%
Holding current value
$17.3 Million
Previous $12.8 Million
40.31%
% of portfolio
1.07%
Previous 0.75%
Shares
3 transactions
Others Institutions Holding HTRB
# of Institutions
117Shares Held
42.4MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$461 Million44.48% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$67 Million0.16% of portfolio
-
Wms Partners, LLC1.76MShares$59 Million3.62% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$49.9 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$49 Million7.03% of portfolio