A detailed history of Source Financial Advisors LLC transactions in Lattice Strategies Tr Hartford stock. As of the latest transaction made, Source Financial Advisors LLC holds 5,332 shares of HDUS stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,332
Previous 7,065 24.53%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
N/A
-1,733 Reduced 24.53%
5,332 $0
Q2 2024

Jul 17, 2024

BUY
N/A
2 Added 0.03%
7,065 $0
Q1 2024

May 01, 2024

SELL
N/A
-5,583 Reduced 44.15%
7,063 $0
Q4 2023

Jan 11, 2024

SELL
N/A
-120 Reduced 0.94%
12,646 $0
Q3 2023

Oct 26, 2023

BUY
N/A
3,980 Added 45.3%
12,766 $0
Q2 2023

Jul 24, 2023

BUY
N/A
8,786 New
8,786 $0

Others Institutions Holding HDUS

About LATTICE STRATEGIES TR HARTFORD


  • Ticker HDUS
More about HDUS
Track This Portfolio

Track Source Financial Advisors LLC Portfolio

Follow Source Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Source Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Source Financial Advisors LLC with notifications on news.