Brass Tax Wealth Management, Inc Hartford Multifactor Us Equity Transaction History

Brass Tax Wealth Management, Inc

$278 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$43.47 - $48.18 $2.59 Million - $2.87 Million	59,633 New	59,633 $2.87 Billion

Others Institutions Holding ROUS

# of Institutions

51

Shares Held

7.04M

Call Options Held

0

Put Options Held

0

Hartford Funds Management CO LLC Wayne, PA

2.49M
Shares

$134 Million
11.98% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.03M
Shares

$110 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

423K
Shares

$22.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

329K
Shares

$17.7 Million
0.0% of portfolio
Global Retirement Partners, LLC

202K
Shares

$10.8 Million
0.32% of portfolio

About HARTFORD MULTIFACTOR US EQUITY

Ticker ROUS
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