Captrust Financial Advisors Hartford Fds Total Return Bd E Transaction History
Captrust Financial Advisors
- $34.2 Billion
- Q4 2024
A detailed history of Captrust Financial Advisors transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Captrust Financial Advisors holds 230,106 shares of HTRB stock, worth $7.78 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
230,106
Previous 208,403
10.41%
Holding current value
$7.78 Million
Previous $7.29 Million
5.27%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding HTRB
# of Institutions
130Shares Held
48.9MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA14.6MShares$492 Million48.05% of portfolio
-
Wms Partners, LLC1.95MShares$65.7 Million3.73% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.94MShares$65.5 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$59.2 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$49.3 Million7.03% of portfolio