Ae Wealth Management LLC Hartford Fds Total Return Bd E Transaction History
Ae Wealth Management LLC
- $9.76 Billion
- Q3 2024
A detailed history of Ae Wealth Management LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Ae Wealth Management LLC holds 6,370 shares of HTRB stock, worth $214,923. This represents 0.0% of its overall portfolio holdings.
Number of Shares
6,370
Previous 9,403
32.26%
Holding current value
$214,923
Previous $314,000
29.3%
% of portfolio
0.0%
Previous 0.0%
Shares
17 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