Amplius Wealth Advisors, LLC Hartford Fds Exchange Traded Transaction History

Amplius Wealth Advisors, LLC

$759 Million
Q2 2024

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 743,792 shares of HTAB stock, worth $14.8 Million. This represents 1.89% of its overall portfolio holdings.

Number of Shares

743,792

Previous 946,364 21.41%

Holding current value

$14.8 Million

Previous $18.5 Million 22.49%

% of portfolio

1.89%

Previous 2.26%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$19.06 - $19.56 $3.86 Million - $3.96 Million	-202,572 Reduced 21.41%	743,792 $14.4 Million
Q1 2024 Apr 16, 2024	BUY	$19.39 - $19.8 $5.01 Million - $5.11 Million	258,160 Added 37.51%	946,364 $18.5 Million
Q4 2023 Jan 10, 2024	BUY	$17.75 - $19.83 $763,640 - $853,126	43,022 Added 6.67%	688,204 $13.6 Million
Q3 2023 Oct 17, 2023	BUY	$18.25 - $19.61 $3.04 Million - $3.27 Million	166,777 Added 34.86%	645,182 $11.8 Million
Q2 2023 Jul 26, 2023	BUY	$19.16 - $19.86 $9.17 Million - $9.5 Million	478,405 New	478,405 $9.3 Million

Others Institutions Holding HTAB

# of Institutions

Shares Held

10.3M

Call Options Held

Put Options Held

View Full List

About HARTFORD FDS EXCHANGE TRADED

Ticker HTAB
Sector ETFs
Industry ETFs

More about HTAB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Amplius Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Amplius Wealth Advisors, LLC with notifications on news.

Account

Amplius Wealth Advisors, LLC Hartford Fds Exchange Traded Transaction History