Brio Consultants, LLC Hartford Fds Total Return Bd E Transaction History
Brio Consultants, LLC
- $666 Million
- Q2 2025
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 462,523 shares of HTRB stock, worth $16 Million. This represents 2.35% of its overall portfolio holdings.
Number of Shares
462,523
Previous 452,332
2.25%
Holding current value
$16 Million
Previous $15.3 Million
2.29%
% of portfolio
2.35%
Previous 2.44%
Shares
12 transactions
Others Institutions Holding HTRB
# of Institutions
135Shares Held
51MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.8MShares$478 Million43.67% of portfolio
-
Northwestern Mutual Wealth Management CO2.14MShares$74 Million0.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.82MShares$62.6 Million0.11% of portfolio
-
Hb Wealth Management, LLC1.79MShares$61.6 Million0.49% of portfolio
-
Bank Of America Corp Charlotte, NC1.77MShares$61.2 Million0.0% of portfolio