Captrust Financial Advisors Hartford Fds Total Return Bd E Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 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 208,403 shares of HTRB stock, worth $7.03 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
208,403
Previous 197,527
5.51%
Holding current value
$7.03 Million
Previous $6.62 Million
10.13%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding HTRB
# of Institutions
115Shares Held
41.5MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$463 Million44.48% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$67.3 Million0.16% of portfolio
-
Wms Partners, LLC1.76MShares$59.3 Million3.62% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$50.2 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$49.2 Million7.03% of portfolio