Ae Wealth Management LLC Hartford Fds Exchange Traded Transaction History

Ae Wealth Management LLC

$8.07 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$17.75 - $19.83 $1.28 Million - $1.43 Million	71,914 New	71,914 $1.42 Million

Others Institutions Holding HTAB

# of Institutions

53

Shares Held

7.94M

Call Options Held

0

Put Options Held

0

Amplius Wealth Advisors, LLC

946K
Shares

$18.4 Million
2.26% of portfolio
Raymond James & Associates St Petersburg, FL

906K
Shares

$17.6 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

841K
Shares

$16.4 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

707K
Shares

$13.7 Million
0.0% of portfolio
E Rn Financial, LLC

393K
Shares

$7.64 Million
1.34% of portfolio

About HARTFORD FDS EXCHANGE TRADED

Ticker HTAB
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