Catalyst Financial Partners LLC Hartford Fds Total Return Bd E Transaction History
Catalyst Financial Partners LLC
- $543 Billion
- Q1 2025
A detailed history of Catalyst Financial Partners LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Catalyst Financial Partners LLC holds 518,735 shares of HTRB stock, worth $17.5 Million. This represents 3.23% of its overall portfolio holdings.
Number of Shares
518,735
Previous 271,628
90.97%
Holding current value
$17.5 Million
Previous $9.05 Billion
94.01%
% of portfolio
3.23%
Previous 1.7%
Shares
2 transactions
Others Institutions Holding HTRB
# of Institutions
132Shares Held
48.8MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA14.6MShares$491 Million48.05% of portfolio
-
Wms Partners, LLC1.95MShares$65.5 Million3.73% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.86MShares$62.5 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$59 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$49.2 Million7.03% of portfolio