Capital Asset Advisory Services LLC Hartford Fds Exchange Traded Transaction History
Capital Asset Advisory Services LLC
- $1.76 Billion
- Q1 2024
A detailed history of Capital Asset Advisory Services LLC transactions in Hartford Fds Exchange Traded stock. As of the latest transaction made, Capital Asset Advisory Services LLC holds 134,677 shares of HTAB stock, worth $2.6 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
134,677
Previous 138,486
2.75%
Holding current value
$2.6 Million
Previous $2.74 Million
3.65%
% of portfolio
0.15%
Previous 0.17%
Shares
18 transactions
Others Institutions Holding HTAB
# of Institutions
53Shares Held
7.94MCall Options Held
0Put Options Held
0-
Amplius Wealth Advisors, LLC946KShares$18.3 Million2.26% of portfolio
-
Raymond James & Associates St Petersburg, FL906KShares$17.5 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL841KShares$16.2 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC707KShares$13.6 Million0.0% of portfolio
-
E Rn Financial, LLC393KShares$7.59 Million1.34% of portfolio