Patriot Financial Group Insurance Agency, LLC Hartford Fds Exchange Traded Transaction History

Patriot Financial Group Insurance Agency, LLC

$795 Million
Q2 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Hartford Fds Exchange Traded stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 37,287 shares of HTAB stock, worth $713,300. This represents 0.09% of its overall portfolio holdings.

Number of Shares

37,287

Previous 57,501 35.15%

Holding current value

$713,300

Previous $1.09 Million 36.29%

% of portfolio

0.09%

Previous 0.16%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	$18.44 - $19.31 $372,746 - $390,332	-20,214 Reduced 35.15%	37,287 $697,000
Q1 2025 Apr 14, 2025	SELL	$18.95 - $19.6 $397,552 - $411,188	-20,979 Reduced 26.73%	57,501 $1.09 Million
Q4 2024 Jan 22, 2025	SELL	$19.26 - $19.88 $1.15 Million - $1.19 Million	-59,874 Reduced 43.28%	78,480 $1.52 Million
Q3 2024 Oct 24, 2024	BUY	$19.24 - $19.9 $238,710 - $246,899	12,407 Added 9.85%	138,354 $2.74 Million
Q2 2024 Jul 26, 2024	SELL	$19.06 - $19.56 $676,153 - $693,891	-35,475 Reduced 21.98%	125,947 $2.43 Million
Q1 2024 Apr 30, 2024	BUY	$19.39 - $19.8 $3.13 Million - $3.2 Million	161,422 New	161,422 $3.16 Million

Others Institutions Holding HTAB

# of Institutions

Shares Held

17.3M

Call Options Held

Put Options Held

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About HARTFORD FDS EXCHANGE TRADED

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Patriot Financial Group Insurance Agency, LLC Hartford Fds Exchange Traded Transaction History