Kore Private Wealth LLC Hartford Fds Exchange Traded Transaction History

Kore Private Wealth LLC

$554 Million
Q3 2022

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 15, 2020	SELL	$19.55 - $21.41 $87,564 - $95,895	-4,479 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$20.98 - $21.18 $93,969 - $94,865	4,479 New	4,479 $94,000

Others Institutions Holding HTAB

# of Institutions

58

Shares Held

16.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

2.66M
Shares

$51.5 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.83M
Shares

$35.6 Million
0.01% of portfolio
Amplius Wealth Advisors, LLC

1.78M
Shares

$34.4 Million
4.04% of portfolio
Bank Of America Corp Charlotte, NC

1.09M
Shares

$21.1 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

989K
Shares

$19.2 Million
0.01% of portfolio

About HARTFORD FDS EXCHANGE TRADED

Ticker HTAB
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