Atticus Wealth Management, LLC Hartford Fds Total Return Bd E Transaction History

Atticus Wealth Management, LLC

$364 Million
Q3 2025

A detailed history of Atticus Wealth Management, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Atticus Wealth Management, LLC holds 450,133 shares of HTRB stock, worth $15.4 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares

450,133

Previous 352,805 27.59%

Holding current value

$15.4 Million

Previous $11.9 Million 29.67%

% of portfolio

4.24%

Previous 3.47%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$33.47 - $34.58 $3.26 Million - $3.37 Million	97,328 Added 27.59%	450,133 $15.4 Million
Q2 2025 Jul 10, 2025	BUY	$33.14 - $34.12 $419,254 - $431,652	12,651 Added 3.72%	352,805 $11.9 Million
Q1 2025 Apr 22, 2025	BUY	$33.03 - $34.09 $5.09 Million - $5.25 Million	154,148 Added 82.87%	340,154 $11.5 Million
Q4 2024 Jan 22, 2025	SELL	$33.33 - $35.01 $5.61 Million - $5.9 Million	-168,402 Reduced 47.52%	186,006 $6.2 Million
Q3 2024 Oct 15, 2024	BUY	$33.29 - $35.33 $11.8 Million - $12.5 Million	354,408 New	354,408 $12.4 Million

Others Institutions Holding HTRB

# of Institutions

136

Shares Held

51.1M

Call Options Held

Put Options Held

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About HARTFORD FDS TOTAL RETURN BD E

Ticker HTRB
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Atticus Wealth Management, LLC Hartford Fds Total Return Bd E Transaction History