Retirement Planning Group Hartford Fds Total Return Bd E Transaction History

Retirement Planning Group

$1.58 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 24, 2023	BUY	$32.09 - $33.76 $362,456 - $381,319	11,295 Added 80.19%	25,380 $814,000
Q4 2022 Jan 18, 2023	BUY	$31.69 - $33.97 $446,353 - $478,467	14,085 New	14,085 $0

Others Institutions Holding HTRB

# of Institutions

115

Shares Held

41.5M

Call Options Held

0

Put Options Held

0

Hartford Funds Management CO LLC Wayne, PA

13.7M
Shares

$463 Million
44.48% of portfolio
Wealth Enhancement Advisory Services, LLC

1.99M
Shares

$67.3 Million
0.16% of portfolio
Wms Partners, LLC

1.76M
Shares

$59.3 Million
3.62% of portfolio
Bank Of America Corp Charlotte, NC

1.49M
Shares

$50.2 Million
0.0% of portfolio
Financial Planning & Information Services, Inc.

1.46M
Shares

$49.2 Million
7.03% of portfolio

About HARTFORD FDS TOTAL RETURN BD E

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