Golden State Wealth Management, LLC Hartford Fds Total Return Bd E Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 113,453 shares of HTRB stock, worth $3.8 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
113,453
Previous 67,357 68.44%
Holding current value
$3.8 Million
Previous $2.48 Million 152377.02%
% of portfolio
0.57%
Previous 0.49%

Shares

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

Jan 28, 2025
BUY
$33.33 - $35.01 $1.54 Million - $1.61 Million
46,096 Added 68.44%
113,453 $3.78 Billion
Q1 2022

May 19, 2022
BUY
$36.49 - $39.61 $2.46 Million - $2.67 Million
67,357 New
67,357 $2.48 Million
Q1 2022

May 16, 2022
SELL
$36.49 - $39.61 $2.52 Million - $2.73 Million
-69,038 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$39.69 - $41.02 $2.53 Million - $2.61 Million
63,674 Added 1187.06%
69,038 $2.74 Million
Q3 2021

Nov 15, 2021
BUY
$40.67 - $41.36 $218,153 - $221,855
5,364 New
5,364 $218,000
Q1 2021

May 14, 2021
SELL
$40.12 - $41.83 $3.17 Million - $3.31 Million
-79,012 Closed
0 $0
Q4 2020

Jan 28, 2021
SELL
$41.16 - $41.92 $422,589 - $430,392
-10,267 Reduced 11.5%
79,012 $3.3 Million
Q3 2020

Nov 12, 2020
SELL
$41.36 - $42.72 $2.65 Million - $2.73 Million
-63,964 Reduced 41.74%
89,279 $3.69 Million
Q2 2020

Aug 13, 2020
BUY
$39.62 - $42.07 $6.07 Million - $6.45 Million
153,243 New
153,243 $6.42 Million
Q2 2020

Aug 11, 2020
SELL
$39.62 - $42.07 $6,537 - $6,941
-165 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$37.54 - $41.94 $6,194 - $6,920
165 New
165 $7,000

Others Institutions Holding HTRB

# of Institutions
118
Shares Held
43.5M
Call Options Held
0
Put Options Held
0
View Full List

About HARTFORD FDS TOTAL RETURN BD E

HTRB Quotes by TradingView
  • Ticker HTRB
  • Sector ETFs
  • Industry ETFs
More about HTRB
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC 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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email