Inspirion Wealth Advisors, LLC Hartford Fds Total Return Bd E Transaction History

Inspirion Wealth Advisors, LLC

$710 Million
Q4 2024

A detailed history of Inspirion Wealth Advisors, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 21,346 shares of HTRB stock, worth $712,529. This represents 0.1% of its overall portfolio holdings.

Number of Shares

21,346

Previous 21,426 0.37%

Holding current value

$712,529

Previous $749,000 5.07%

% of portfolio

0.1%

Previous 0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 14, 2025	SELL	$33.33 - $35.01 $2,666 - $2,800	-80 Reduced 0.37%	21,346 $711,000
Q3 2024 Oct 04, 2024	SELL	$33.29 - $35.33 $19,641 - $20,844	-590 Reduced 2.68%	21,426 $749,000
Q2 2024 Jul 12, 2024	BUY	$32.72 - $33.9 $19,664 - $20,373	601 Added 2.81%	22,016 $737,000
Q1 2024 Apr 12, 2024	SELL	$33.37 - $34.14 $40,277 - $41,206	-1,207 Reduced 5.34%	21,415 $722,000
Q4 2023 Jan 10, 2024	SELL	$31.25 - $34.37 $12,031 - $13,232	-385 Reduced 1.67%	22,622 $769,000
Q3 2023 Oct 13, 2023	SELL	$32.09 - $33.76 $32,250 - $33,928	-1,005 Reduced 4.19%	23,007 $738,000
Q2 2023 Jul 20, 2023	SELL	$33.25 - $34.43 $9,143 - $9,468	-275 Reduced 1.13%	24,012 $802,000
Q1 2023 Apr 07, 2023	SELL	$33.03 - $34.56 $25,466 - $26,645	-771 Reduced 3.08%	24,287 $825,000
Q4 2022 Jan 18, 2023	SELL	$31.69 - $33.97 $89,872 - $96,338	-2,836 Reduced 10.17%	25,058 $0
Q3 2022 Oct 18, 2022	SELL	$32.41 - $35.3 $211,118 - $229,944	-6,514 Reduced 18.93%	27,894 $905,000
Q2 2022 Jul 27, 2022	SELL	$33.67 - $36.76 $281,346 - $307,166	-8,356 Reduced 19.54%	34,408 $1.18 Million
Q1 2022 Apr 14, 2022	BUY	$36.49 - $39.61 $358,185 - $388,811	9,816 Added 29.79%	42,764 $1.58 Million
Q4 2021 Jan 21, 2022	BUY	$39.69 - $41.02 $1.31 Million - $1.35 Million	32,948 New	32,948 $1.31 Million

Others Institutions Holding HTRB

# of Institutions

117

Shares Held

42.3M

Call Options Held

Put Options Held

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About HARTFORD FDS TOTAL RETURN BD E

Ticker HTRB
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Inspirion Wealth Advisors, LLC Hartford Fds Total Return Bd E Transaction History