Ever Source Wealth Advisors, LLC Hartford Fds Total Return Bd E Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 01, 2022	SELL	$33.67 - $36.76 $3,535 - $3,859	-105 Closed	0 $0
Q1 2022 May 25, 2022	BUY	$36.49 - $39.61 $3,831 - $4,159	105 New	105 $4,000

Others Institutions Holding HTRB

# of Institutions

117

Shares Held

42.4M

Call Options Held

0

Put Options Held

0

Hartford Funds Management CO LLC Wayne, PA

13.7M
Shares

$466 Million
44.48% of portfolio
Wealth Enhancement Advisory Services, LLC

1.99M
Shares

$67.7 Million
0.16% of portfolio
Wms Partners, LLC

1.76M
Shares

$59.7 Million
3.62% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$50.5 Million
0.0% of portfolio
Financial Planning & Information Services, Inc.

1.46M
Shares

$49.5 Million
7.03% of portfolio

About HARTFORD FDS TOTAL RETURN BD E

Ticker HTRB
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