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
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$38.61 - $39.46 $141,582 - $144,699
-3,667 Reduced 2.45%
146,111 $5.74 Million
Q2 2024

Jul 10, 2024

SELL
$38.26 - $38.95 $21,999 - $22,396
-575 Reduced 0.38%
149,778 $5.8 Million
Q1 2024

May 07, 2024

BUY
$38.59 - $38.97 $38,319 - $38,697
993 Added 0.66%
150,353 $5.84 Million
Q4 2023

Jan 25, 2024

BUY
$36.24 - $39.07 $2.49 Million - $2.69 Million
68,770 Added 85.33%
149,360 $5.82 Million
Q3 2023

Oct 30, 2023

BUY
$36.73 - $38.35 $494,091 - $515,884
13,452 Added 20.04%
80,590 $2.97 Million
Q2 2023

Jul 21, 2023

BUY
$37.61 - $38.59 $475,428 - $487,816
12,641 Added 23.2%
67,138 $2.55 Million
Q1 2023

May 05, 2023

BUY
$37.5 - $38.66 $54,000 - $55,670
1,440 Added 2.71%
54,497 $2.08 Million
Q4 2022

Jan 30, 2023

BUY
$36.04 - $38.03 $1.91 Million - $2.02 Million
53,057 New
53,057 $1.99 Million

Others Institutions Holding HMOP

About HARTFORD FDS EXCHANGE TRADED T


  • Ticker HMOP
  • Sector ETFs
  • Industry ETFs
More about HMOP
Track This Portfolio

Track Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.