Bernardo Wealth Planning LLC Hartford Fds Exchange Traded T Transaction History

Bernardo Wealth Planning LLC

  • $461 Million
  • Q2 2025

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 121,210 shares of HMOP stock, worth $4.75 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
121,210
Previous 130,548 7.15%
Holding current value
$4.75 Million
Previous $5.02 Million 7.57%
% of portfolio
1.01%
Previous 1.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$37.54 - $38.74 $350,548 - $361,754
-9,338 Reduced 7.15%
121,210 $4.64 Million
Q1 2025

Apr 22, 2025
SELL
$38.25 - $39.12 $29,720 - $30,396
-777 Reduced 0.59%
130,548 $5.02 Million
Q4 2024

Jan 16, 2025
SELL
$38.56 - $39.45 $570,148 - $583,307
-14,786 Reduced 10.12%
131,325 $5.08 Million
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

# of Institutions
97
Shares Held
13.7M
Call Options Held
0
Put Options Held
0
View Full List

About HARTFORD FDS EXCHANGE TRADED T

HMOP Quotes by TradingView
  • Ticker HMOP
  • Sector ETFs
  • Industry ETFs
More about HMOP
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