Consolidated Planning Corp Hartford Fds Exchange Traded Transaction History
Consolidated Planning Corp
- $710 Million
- Q2 2025
A detailed history of Consolidated Planning Corp transactions in Hartford Fds Exchange Traded stock. As of the latest transaction made, Consolidated Planning Corp holds 743,892 shares of HTAB stock, worth $13.7 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
743,892
Previous 555,676
33.87%
Holding current value
$13.7 Million
Previous $10.7 Million
30.66%
% of portfolio
1.96%
Previous 1.67%
Shares
4 transactions
Others Institutions Holding HTAB
# of Institutions
67Shares Held
16.8MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.75MShares$50.5 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.9MShares$34.9 Million0.01% of portfolio
-
Amplius Wealth Advisors, LLC1.69MShares$31 Million3.64% of portfolio
-
Iag Wealth Partners, LLC1.18MShares$21.6 Million3.95% of portfolio
-
Raymond James & Associates St Petersburg, FL989KShares$18.2 Million0.01% of portfolio