Bank Of Montreal Hartford Fds Exchange Traded Transaction History

Bank Of Montreal

$201 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 02, 2023	BUY	$19.16 - $19.86 $1.55 Million - $1.6 Million	80,753 New	80,753 $1.57 Million

Others Institutions Holding HTAB

# of Institutions

69

Shares Held

16.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.22M
Shares

$41.2 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.9M
Shares

$35.4 Million
0.01% of portfolio
Amplius Wealth Advisors, LLC

1.87M
Shares

$34.7 Million
3.55% of portfolio
Raymond James & Associates St Petersburg, FL

989K
Shares

$18.4 Million
0.01% of portfolio
Iag Wealth Partners, LLC

958K
Shares

$17.8 Million
2.63% of portfolio

About HARTFORD FDS EXCHANGE TRADED

Ticker HTAB
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