New Edge Wealth, LLC Hartford Fds Total Return Bd E Transaction History
New Edge Wealth, LLC
- $5.59 Billion
- Q4 2024
A detailed history of New Edge Wealth, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, New Edge Wealth, LLC holds 724,676 shares of HTRB stock, worth $24.3 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
724,676
Previous 113,886
536.32%
Holding current value
$24.3 Million
Previous $3.98 Million
506.71%
% of portfolio
0.43%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding HTRB
# of Institutions
129Shares Held
48.7MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA14.6MShares$488 Million48.05% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$66.8 Million0.14% of portfolio
-
Wms Partners, LLC1.95MShares$65.2 Million3.73% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$58.7 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$48.9 Million7.03% of portfolio