Concurrent Investment Advisors, LLC Hartford Fds Total Return Bd E Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 6,352 shares of HTRB stock, worth $215,205. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,352
Previous 7,019 9.5%
Holding current value
$215,205
Previous $238 Million 9.47%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$33.14 - $34.12 $22,104 - $22,758
-667 Reduced 9.5%
6,352 $215 Million
Q1 2025

Apr 29, 2025
SELL
$33.03 - $34.09 $1.63 Million - $1.68 Million
-49,278 Reduced 87.53%
7,019 $238 Million
Q4 2024

Feb 03, 2025
SELL
$33.33 - $35.01 $365,663 - $384,094
-10,971 Reduced 16.31%
56,297 $1.88 Billion
Q3 2024

Oct 30, 2024
SELL
$33.29 - $35.33 $1.71 Million - $1.81 Million
-51,247 Reduced 43.24%
67,268 $2.35 Billion
Q2 2024

Jul 30, 2024
BUY
$32.72 - $33.9 $3.88 Million - $4.02 Million
118,515 New
118,515 $3.97 Billion

Others Institutions Holding HTRB

# of Institutions
132
Shares Held
49.1M
Call Options Held
0
Put Options Held
0
View Full List

About HARTFORD FDS TOTAL RETURN BD E

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