Bernardo Wealth Planning LLC Hartford Fds Exchange Traded T Transaction History

Bernardo Wealth Planning LLC

$422 Million
Q4 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 131,325 shares of HMOP stock, worth $5.12 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares

131,325

Previous 146,111 10.12%

Holding current value

$5.12 Million

Previous $5.74 Million 11.54%

% of portfolio

1.2%

Previous 1.39%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

12.5M

Call Options Held

Put Options Held

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About HARTFORD FDS EXCHANGE TRADED T

Ticker HMOP
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Bernardo Wealth Planning LLC Hartford Fds Exchange Traded T Transaction History