Bogart Wealth, LLC Hartford Multifactor Developed Transaction History

Bogart Wealth, LLC

$1.98 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 15, 2021	SELL	$30.1 - $31.87 $3,672 - $3,888	-122 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$30.02 - $31.92 $3,662 - $3,894	122 New	122 $4,000

Others Institutions Holding RODM

# of Institutions

116

Shares Held

34.2M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

5.1M
Shares

$153 Million
0.37% of portfolio
Morgan Stanley New York, NY

3.69M
Shares

$111 Million
0.01% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.35M
Shares

$101 Million
8.67% of portfolio
Bank Of America Corp Charlotte, NC

2.85M
Shares

$85.6 Million
0.01% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

2.25M
Shares

$67.7 Million
1.6% of portfolio

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
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