Kathleen S. Wright Associates Inc. Hartford Fds Total Return Bd E Call Options Transaction History
Kathleen S. Wright Associates Inc.
- $247 Million
- 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
129Shares Held
49MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.6MShares$460 Million44.94% of portfolio
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Hb Wealth Management, LLC1.95MShares$65.9 Million0.56% of portfolio
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Wealth Enhancement Advisory Services, LLC1.86MShares$62.6 Million0.13% of portfolio
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Bank Of America Corp Charlotte, NC1.69MShares$57 Million0.0% of portfolio
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High Tower Advisors, LLC Chicago, IL1.69MShares$56.9 Million0.08% of portfolio