Financial Advocates Investment Management Hartford Fds Total Return Bd E Transaction History
Financial Advocates Investment Management
- $1.78 Billion
- Q3 2024
A detailed history of Financial Advocates Investment Management transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Financial Advocates Investment Management holds 89,271 shares of HTRB stock, worth $2.95 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
89,271
Previous 83,719
6.63%
Holding current value
$2.95 Million
Previous $2.8 Million
11.31%
% of portfolio
0.18%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding HTRB
# of Institutions
117Shares Held
42.4MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$454 Million44.48% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$65.8 Million0.14% of portfolio
-
Wms Partners, LLC1.76MShares$58.1 Million3.62% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$49.1 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$48.2 Million7.03% of portfolio