Amplius Wealth Advisors, LLC Hartford Fds Exchange Traded Transaction History
Amplius Wealth Advisors, LLC
- $881 Million
- Q1 2025
A detailed history of Amplius Wealth Advisors, LLC transactions in Hartford Fds Exchange Traded stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 1,686,359 shares of HTAB stock, worth $31.3 Million. This represents 3.64% of its overall portfolio holdings.
Number of Shares
1,686,359
Previous 1,775,173
5.0%
Holding current value
$31.3 Million
Previous $34.4 Million
6.62%
% of portfolio
3.64%
Previous 4.04%
Shares
8 transactions
Others Institutions Holding HTAB
# of Institutions
63Shares Held
17MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.66MShares$49.4 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.83MShares$34.1 Million0.01% of portfolio
-
Iag Wealth Partners, LLC1.18MShares$21.9 Million3.95% of portfolio
-
Bank Of America Corp Charlotte, NC1.09MShares$20.2 Million0.0% of portfolio
-
Raymond James & Associates St Petersburg, FL989KShares$18.4 Million0.01% of portfolio