Mbe Wealth Management, LLC Hartford Fds Total Return Bd E Transaction History
Mbe Wealth Management, LLC
- $170 Million
- Q4 2024
A detailed history of Mbe Wealth Management, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 41,786 shares of HTRB stock, worth $1.39 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
41,786
Previous 33,864
23.39%
Holding current value
$1.39 Million
Previous $1.18 Million
17.67%
% of portfolio
0.82%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding HTRB
# of Institutions
117Shares Held
42.3MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$458 Million44.48% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$66.5 Million0.14% of portfolio
-
Wms Partners, LLC1.76MShares$58.7 Million3.62% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$49.6 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$48.7 Million7.03% of portfolio