Clearview Wealth Advisors LLC Hartford Multifactor Developed Transaction History

Clearview Wealth Advisors LLC

$114 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	SELL	$25.8 - $27.29 $8,152 - $8,623	-316 Reduced 23.8%	1,012 $26,000
Q1 2023 Apr 12, 2023	SELL	$24.92 - $26.74 $2,417 - $2,593	-97 Reduced 6.81%	1,328 $34,000
Q4 2022 Jan 31, 2023	BUY	$21.52 - $25.59 $86 - $102	4 Added 0.28%	1,425 $35,000
Q2 2022 Aug 05, 2022	BUY	$24.89 - $29.35 $248 - $293	10 Added 0.71%	1,421 $35,000
Q4 2021 Feb 02, 2022	SELL	$29.2 - $31.08 $15,388 - $16,379	-527 Reduced 27.19%	1,411 $43,000
Q3 2021 Nov 02, 2021	SELL	$30.1 - $31.87 $18,300 - $19,376	-608 Reduced 23.88%	1,938 $58,000
Q2 2021 Jul 30, 2021	SELL	$30.02 - $31.92 $167,631 - $178,241	-5,584 Reduced 68.68%	2,546 $78,000
Q1 2021 May 06, 2021	SELL	$28.2 - $30.0 $1.3 Million - $1.38 Million	-45,934 Reduced 84.96%	8,130 $241,000
Q4 2020 Jan 21, 2021	BUY	$25.02 - $28.69 $1.35 Million - $1.55 Million	54,064 New	54,064 $1.53 Million

Others Institutions Holding RODM

# of Institutions

116

Shares Held

34.2M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

5.1M
Shares

$153 Million
0.37% of portfolio
Morgan Stanley New York, NY

3.69M
Shares

$111 Million
0.01% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.35M
Shares

$101 Million
8.67% of portfolio
Bank Of America Corp Charlotte, NC

2.85M
Shares

$85.6 Million
0.01% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

2.25M
Shares

$67.7 Million
1.6% of portfolio

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
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