Ever Source Wealth Advisors, LLC Hartford Fds Exchange Traded Transaction History

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Hartford Fds Exchange Traded stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 33,860 shares of HTAB stock, worth $633,859. This represents 0.04% of its overall portfolio holdings.

Number of Shares
33,860
Previous 25,038 35.23%
Holding current value
$633,859
Previous $496,000 32.06%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Feb 07, 2025
BUY
$19.26 - $19.88 $169,911 - $175,381
8,822 Added 35.23%
33,860 $655,000
Q3 2024

Nov 08, 2024
BUY
$19.24 - $19.9 $981 - $1,014
51 Added 0.2%
25,038 $496,000
Q2 2024

Aug 13, 2024
BUY
$19.06 - $19.56 $160,694 - $164,910
8,431 Added 50.92%
24,987 $482,000
Q1 2024

Jun 11, 2024
BUY
$19.39 - $19.8 $321,020 - $327,808
16,556 New
16,556 $324,000

Others Institutions Holding HTAB

# of Institutions
63
Shares Held
16.9M
Call Options Held
0
Put Options Held
0
View Full List

About HARTFORD FDS EXCHANGE TRADED

HTAB Quotes by TradingView
  • Ticker HTAB
  • Sector ETFs
  • Industry ETFs
More about HTAB
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