Axxcess Wealth Management, LLC Hartford Fds Exchange Traded Transaction History

Axxcess Wealth Management, LLC

$4.58 Billion
Q3 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Hartford Fds Exchange Traded stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 230,156 shares of HTAB stock, worth $4.43 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

230,156

Previous 157,319 46.3%

Holding current value

$4.43 Million

Previous $2.94 Million 49.58%

% of portfolio

0.1%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$18.37 - $19.19 $1.34 Million - $1.4 Million	72,837 Added 46.3%	230,156 $4.4 Million
Q2 2025 Jul 28, 2025	SELL	$18.44 - $19.31 $90,614 - $94,889	-4,914 Reduced 3.03%	157,319 $2.94 Million
Q1 2025 Apr 30, 2025	BUY	$18.95 - $19.6 $250,196 - $258,778	13,203 Added 8.86%	162,233 $3.11 Million
Q4 2024 Feb 10, 2025	BUY	$19.26 - $19.88 $161,726 - $166,932	8,397 Added 5.97%	149,030 $2.89 Million
Q3 2024 Nov 04, 2024	BUY	$19.24 - $19.9 $202,366 - $209,308	10,518 Added 8.08%	140,633 $2.79 Million
Q2 2024 Aug 09, 2024	SELL	$19.06 - $19.56 $86,437 - $88,704	-4,535 Reduced 3.37%	130,115 $2.51 Million
Q1 2024 May 14, 2024	SELL	$19.39 - $19.8 $70,579 - $72,072	-3,640 Reduced 2.63%	134,650 $2.64 Million
Q4 2023 Feb 06, 2024	BUY	$17.75 - $19.83 $834,853 - $932,684	47,034 Added 51.54%	138,290 $2.73 Million
Q3 2023 Nov 14, 2023	BUY	$18.25 - $19.61 $1.67 Million - $1.79 Million	91,256 New	91,256 $1.67 Million

Others Institutions Holding HTAB

# of Institutions

Shares Held

13.3M

Call Options Held

Put Options Held

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About HARTFORD FDS EXCHANGE TRADED

Ticker HTAB
Sector ETFs
Industry ETFs

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Axxcess Wealth Management, LLC Hartford Fds Exchange Traded Transaction History