Brio Consultants, LLC Hartford Fds Total Return Bd E Transaction History
Brio Consultants, LLC
- $636 Million
- Q4 2024
A detailed history of Brio Consultants, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Brio Consultants, LLC holds 442,636 shares of HTRB stock, worth $14.8 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
442,636
Previous 384,821
15.02%
Holding current value
$14.8 Million
Previous $13.5 Million
9.66%
% of portfolio
2.32%
Previous 2.16%
Shares
10 transactions
Others Institutions Holding HTRB
# of Institutions
118Shares Held
43.9MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$459 Million44.48% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$66.6 Million0.14% of portfolio
-
Wms Partners, LLC1.76MShares$58.7 Million3.62% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$49.7 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$48.7 Million7.03% of portfolio