Global Wealth Management Investment Advisory, Inc. Hartford Fds Total Return Bd E Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$33.67 - $36.76 $14,882 - $16,247	-442 Closed	0 $0
Q1 2022 May 17, 2022	BUY	$36.49 - $39.61 $16,128 - $17,507	442 New	442 $16,000

Others Institutions Holding HTRB

# of Institutions

117

Shares Held

42.4M

Call Options Held

Put Options Held

Hartford Funds Management CO LLC Wayne, PA

13.7M
Shares

$461 Million
44.48% of portfolio
Wealth Enhancement Advisory Services, LLC

1.99M
Shares

$67 Million
0.16% of portfolio
Wms Partners, LLC

1.76M
Shares

$59 Million
3.62% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$49.9 Million
0.0% of portfolio
Financial Planning & Information Services, Inc.

1.46M
Shares

$49 Million
7.03% of portfolio

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About HARTFORD FDS TOTAL RETURN BD E

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