Montis Financial, LLC Hartford Fds Total Return Bd E Transaction History
Montis Financial, LLC
- $280 Million
- Q3 2024
A detailed history of Montis Financial, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Montis Financial, LLC holds 22,563 shares of HTRB stock, worth $757,214. This represents 0.28% of its overall portfolio holdings.
Number of Shares
22,563Holding current value
$757,214% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding HTRB
# of Institutions
120Shares Held
46.6MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA14.6MShares$489 Million48.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$66.9 Million0.14% of portfolio
-
Wms Partners, LLC1.76MShares$59 Million3.62% of portfolio
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Bank Of America Corp Charlotte, NC1.49MShares$49.9 Million0.0% of portfolio
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Financial Planning & Information Services, Inc.1.46MShares$49 Million7.03% of portfolio