Great Point Wealth Advisors, LLC Hartford Fds Total Return Bd E Put Options Transaction History

Great Point Wealth Advisors, LLC

$459 Million
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding HTRB

# of Institutions

117

Shares Held

42.4M

Call Options Held

0

Put Options Held

0

Hartford Funds Management CO LLC Wayne, PA

13.7M
Shares

$460 Million
44.48% of portfolio
Wealth Enhancement Advisory Services, LLC

1.99M
Shares

$66.8 Million
0.16% of portfolio
Wms Partners, LLC

1.76M
Shares

$58.9 Million
3.62% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$49.8 Million
0.0% of portfolio
Financial Planning & Information Services, Inc.

1.46M
Shares

$48.9 Million
7.03% of portfolio

About HARTFORD FDS TOTAL RETURN BD E

Ticker HTRB
Sector ETFs
Industry ETFs

More about HTRB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Great Point Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Great Point Wealth Advisors, LLC with notifications on news.