A detailed history of Consolidated Planning Corp transactions in Hartford Fds Exchange Traded stock. As of the latest transaction made, Consolidated Planning Corp holds 425,308 shares of HTAB stock, worth $8.28 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
425,308
Previous 193,848 119.4%
Holding current value
$8.28 Million
Previous $3.84 Million 114.4%
% of portfolio
1.26%
Previous 0.63%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

BUY
$19.26 - $19.88 $4.46 Million - $4.6 Million
231,460 Added 119.4%
425,308 $8.23 Million
Q3 2024

Oct 31, 2024

BUY
$19.24 - $19.9 $3.73 Million - $3.86 Million
193,848 New
193,848 $3.84 Million

Others Institutions Holding HTAB

About HARTFORD FDS EXCHANGE TRADED


  • Ticker HTAB
  • Sector ETFs
  • Industry ETFs
More about HTAB
Track This Portfolio

Track Consolidated Planning Corp Portfolio

Follow Consolidated Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Planning Corp with notifications on news.