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

Atticus Wealth Management, LLC

$343 Million
Q2 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 352,805 shares of HTRB stock, worth $12 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares

352,805

Previous 340,154 3.72%

Holding current value

$12 Million

Previous $11.5 Million 3.35%

% of portfolio

3.47%

Previous 4.11%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

135

Shares Held

50.9M

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