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

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 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 25,038 shares of HTAB stock, worth $484,986. This represents 0.03% of its overall portfolio holdings.

Number of Shares
25,038
Previous 24,987 0.2%
Holding current value
$484,986
Previous $482,000 2.9%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
55
Shares Held
12.6M
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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email