Concurrent Investment Advisors, LLC Hartford Fds Total Return Bd E Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 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 7,019 shares of HTRB stock, worth $234,855. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,019
Previous 56,297
87.53%
Holding current value
$234,855
Previous $1.88 Billion
87.33%
% of portfolio
0.01%
Previous 0.05%
Shares
4 transactions
Others Institutions Holding HTRB
# of Institutions
129Shares Held
48.9MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.6MShares$456 Million44.94% of portfolio
-
Hb Wealth Management, LLC1.95MShares$65.3 Million0.56% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.86MShares$62.1 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$56.5 Million0.0% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.69MShares$56.4 Million0.08% of portfolio