Geneos Wealth Management Inc. Hartford Fds Exchange Traded Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 08, 2021	SELL	$21.57 - $21.82 $153,556 - $155,336	-7,119 Closed	0 $0
Q1 2021 Jun 17, 2021	BUY	$21.52 - $21.89 $153,200 - $155,834	7,119 New	7,119 $154,000

Others Institutions Holding HTAB

# of Institutions

60

Shares Held

16.7M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.66M
Shares

$52 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.83M
Shares

$35.9 Million
0.01% of portfolio
Amplius Wealth Advisors, LLC

1.78M
Shares

$34.8 Million
4.04% of portfolio
Bank Of America Corp Charlotte, NC

1.09M
Shares

$21.3 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

989K
Shares

$19.4 Million
0.01% of portfolio

About HARTFORD FDS EXCHANGE TRADED

Ticker HTAB
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