Spire Wealth Management Hartford Fds Total Return Bd E Transaction History
Spire Wealth Management
- $3.01 Billion
- Q1 2024
A detailed history of Spire Wealth Management transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Spire Wealth Management holds 797,590 shares of HTRB stock, worth $26.7 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
797,590
Previous 784,771
1.63%
Holding current value
$26.7 Million
Previous $26.7 Million
0.77%
% of portfolio
0.89%
Previous 0.92%
Shares
13 transactions
Others Institutions Holding HTRB
# of Institutions
95Shares Held
36.2MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA14.3MShares$478 Million45.74% of portfolio
-
Wealth Enhancement Advisory Services, LLC2.04MShares$68.3 Million0.19% of portfolio
-
Wms Partners, LLC1.45MShares$48.6 Million3.5% of portfolio
-
Ubs Group Ag1.34MShares$44.8 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC1.26MShares$42.1 Million0.0% of portfolio