Fermata Advisors, LLC Hartford Fds Total Return Bd E Transaction History
Fermata Advisors, LLC
- $484 Million
- Q3 2024
A detailed history of Fermata Advisors, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Fermata Advisors, LLC holds 15,750 shares of HTRB stock, worth $531,405. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,750
Previous 17,376
9.36%
Holding current value
$531,405
Previous $581,000
5.34%
% of portfolio
0.11%
Previous 0.14%
Shares
14 transactions
Others Institutions Holding HTRB
# of Institutions
115Shares Held
41.5MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$463 Million44.48% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$67.3 Million0.16% of portfolio
-
Wms Partners, LLC1.76MShares$59.3 Million3.62% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$50.2 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$49.2 Million7.03% of portfolio