Bernardo Wealth Planning LLC Hartford Fds Exchange Traded T Transaction History
Bernardo Wealth Planning LLC
- $412 Million
- Q3 2024
A detailed history of Bernardo Wealth Planning LLC transactions in Hartford Fds Exchange Traded T stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 146,111 shares of HMOP stock, worth $5.67 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
146,111
Previous 149,778
2.45%
Holding current value
$5.67 Million
Previous $5.8 Million
0.98%
% of portfolio
1.39%
Previous 1.56%
Shares
8 transactions
Others Institutions Holding HMOP
# of Institutions
84Shares Held
9.27MCall Options Held
0Put Options Held
0-
High Tower Advisors, LLC Chicago, IL1.24MShares$48.2 Million0.07% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL988KShares$38.4 Million0.05% of portfolio
-
Northwestern Mutual Wealth Management CO905KShares$35.1 Million0.03% of portfolio
-
Steward Partners Investment Advisory, LLC489KShares$19 Million0.2% of portfolio
-
Goldstein Advisors, LLC Madison, WI473KShares$18.4 Million2.84% of portfolio