Bogart Wealth, LLC Hartford Multifactor Developed Transaction History

Bogart Wealth, LLC

$2.32 Billion
Q2 2025

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

121

Shares Held

31M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

3.96M
Shares

$140 Million
0.23% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.2M
Shares

$113 Million
10.15% of portfolio
Morgan Stanley New York, NY

3.12M
Shares

$111 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.67M
Shares

$94.4 Million
0.01% of portfolio
Foster & Motley Inc Cincinnati, OH

1.97M
Shares

$69.7 Million
3.88% of portfolio

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
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