Golden State Wealth Management, LLC Hartford Fds Total Return Bd E Call Options Transaction History
Golden State Wealth Management, LLC
- $1.33 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding HTRB
# of Institutions
133Shares Held
48.8MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA14.6MShares$489 Million48.05% of portfolio
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Wms Partners, LLC1.95MShares$65.3 Million3.73% of portfolio
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Wealth Enhancement Advisory Services, LLC1.86MShares$62.3 Million0.13% of portfolio
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Bank Of America Corp Charlotte, NC1.75MShares$58.8 Million0.0% of portfolio
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Financial Planning & Information Services, Inc.1.46MShares$49 Million7.03% of portfolio