Sanchez Wealth Management Group Hartford Fds Total Return Bd E Transaction History
Sanchez Wealth Management Group
- $309 Million
- Q3 2024
A detailed history of Sanchez Wealth Management Group transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Sanchez Wealth Management Group holds 266,994 shares of HTRB stock, worth $8.97 Million. This represents 3.02% of its overall portfolio holdings.
Number of Shares
266,994Holding current value
$8.97 Million% of portfolio
3.02%Shares
1 transactions
Others Institutions Holding HTRB
# of Institutions
117Shares Held
42.4MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$461 Million44.48% of portfolio
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Wealth Enhancement Advisory Services, LLC1.99MShares$67 Million0.16% of portfolio
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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