Concurrent Investment Advisors, LLC Hartford Fds Total Return Bd E Call Options Transaction History
Concurrent Investment Advisors, LLC
- $3.39 Trillion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding HTRB
# of Institutions
107Shares Held
39.6MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA14.4MShares$486 Million45.37% of portfolio
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Wealth Enhancement Advisory Services, LLC1.99MShares$67.1 Million0.16% of portfolio
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Wms Partners, LLC1.65MShares$55.6 Million3.66% of portfolio
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Bank Of America Corp Charlotte, NC1.39MShares$46.9 Million0.0% of portfolio
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Ubs Group Ag1.32MShares$44.5 Million0.01% of portfolio