Onyx Bridge Wealth Group LLC Hartford Multifactor Us Equity Transaction History

Onyx Bridge Wealth Group LLC

$639 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$36.18 - $42.59 $252,029 - $296,681	-6,966 Closed	0 $0
Q1 2022 May 09, 2022	SELL	$39.7 - $44.08 $12,981 - $14,414	-327 Reduced 4.48%	6,966 $282,000
Q4 2021 Jan 18, 2022	SELL	$39.92 - $44.12 $347,703 - $384,285	-8,710 Reduced 54.43%	7,293 $320,000
Q3 2021 Oct 20, 2021	SELL	$39.82 - $42.17 $4.5 Million - $4.77 Million	-113,076 Reduced 87.6%	16,003 $660,000
Q2 2021 Jul 20, 2021	BUY	$38.14 - $40.23 $605,930 - $639,134	15,887 Added 14.04%	129,079 $5.21 Million
Q1 2021 May 12, 2021	BUY	$34.57 - $37.89 $370,210 - $405,764	10,709 Added 10.45%	113,192 $4.27 Million
Q4 2020 Feb 16, 2021	BUY	$31.05 - $35.14 $3.18 Million - $3.6 Million	102,483 New	102,483 $3.6 Million

Others Institutions Holding ROUS

# of Institutions

51

Shares Held

7.04M

Call Options Held

0

Put Options Held

0

Hartford Funds Management CO LLC Wayne, PA

2.49M
Shares

$134 Million
11.98% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.03M
Shares

$110 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

423K
Shares

$22.8 Million
0.01% of portfolio
Morgan Stanley New York, NY

329K
Shares

$17.7 Million
0.0% of portfolio
Global Retirement Partners, LLC

202K
Shares

$10.8 Million
0.32% of portfolio

About HARTFORD MULTIFACTOR US EQUITY

Ticker ROUS
Sector ETFs
Industry ETFs

More about ROUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Onyx Bridge Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Onyx Bridge Wealth Group LLC with notifications on news.