Financial Advocates Investment Management Hartford Fds Exchange Traded Transaction History

Financial Advocates Investment Management

  • $1.71 Billion
  • Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Hartford Fds Exchange Traded stock. As of the latest transaction made, Financial Advocates Investment Management holds 66,454 shares of HTAB stock, worth $1.28 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
66,454
Previous 63,972 3.88%
Holding current value
$1.28 Million
Previous $1.27 Million 1.5%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Jan 27, 2025
BUY
$19.26 - $19.88 $47,803 - $49,342
2,482 Added 3.88%
66,454 $1.29 Million
Q3 2024

Oct 25, 2024
BUY
$19.24 - $19.9 $123,713 - $127,956
6,430 Added 11.17%
63,972 $1.27 Million
Q2 2024

Jul 26, 2024
BUY
$19.06 - $19.56 $395,113 - $405,478
20,730 Added 56.31%
57,542 $1.11 Million
Q1 2024

May 01, 2024
BUY
$19.39 - $19.8 $36,647 - $37,422
1,890 Added 5.41%
36,812 $720,000
Q4 2023

Feb 08, 2024
SELL
$17.75 - $19.83 $678,351 - $757,843
-38,217 Reduced 52.25%
34,922 $690,000
Q3 2023

Oct 27, 2023
SELL
$18.25 - $19.61 $930 - $1,000
-51 Reduced 0.07%
73,139 $1.34 Million
Q2 2023

Aug 07, 2023
BUY
$19.16 - $19.86 $919,009 - $952,584
47,965 Added 190.15%
73,190 $1.42 Million
Q1 2023

May 11, 2023
BUY
$19.08 - $19.83 $481,292 - $500,211
25,225 New
25,225 $494,000

Others Institutions Holding HTAB

# of Institutions
62
Shares Held
16.7M
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 Financial Advocates Investment Management Portfolio

Follow Financial Advocates Investment Management 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 Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email