Gradient Investments LLC Hartford Fds Total Return Bd E Transaction History

Gradient Investments LLC

$3.79 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	SELL	$33.03 - $34.56 $133,143 - $139,311	-4,031 Reduced 80.2%	995 $33,000
Q4 2022 Jan 10, 2023	BUY	$31.69 - $33.97 $159,273 - $170,733	5,026 New	5,026 $0

Others Institutions Holding HTRB

# of Institutions

115

Shares Held

41.5M

Call Options Held

0

Put Options Held

0

Hartford Funds Management CO LLC Wayne, PA

13.7M
Shares

$463 Million
44.48% of portfolio
Wealth Enhancement Advisory Services, LLC

1.99M
Shares

$67.3 Million
0.16% of portfolio
Wms Partners, LLC

1.76M
Shares

$59.3 Million
3.62% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$50.2 Million
0.0% of portfolio
Financial Planning & Information Services, Inc.

1.46M
Shares

$49.2 Million
7.03% of portfolio

About HARTFORD FDS TOTAL RETURN BD E

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