Strategic Family Wealth Counselors, L.L.C. Hartford Multifactor Developed Transaction History

Strategic Family Wealth Counselors, L.L.C.

$260 Million
Q2 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 26, 2020	SELL	$24.62 - $26.61 $247,307 - $267,297	-10,045 Closed	0 $0
Q2 2020 Jul 13, 2020	SELL	$20.95 - $26.59 $183,165 - $232,476	-8,743 Reduced 46.54%	10,045 $247,000
Q1 2020 Apr 16, 2020	SELL	$19.02 - $29.71 $122,888 - $191,956	-6,461 Reduced 25.59%	18,788 $414,000
Q4 2019 Jan 17, 2020	BUY	$27.21 - $29.7 $229,461 - $250,460	8,433 Added 50.15%	25,249 $742,000
Q3 2019 Oct 17, 2019	BUY	$27.53 - $27.96 $462,944 - $470,175	16,816 New	16,816 $469,000

Others Institutions Holding RODM

# of Institutions

116

Shares Held

34.2M

Call Options Held

Put Options Held

Cerity Partners LLC New York, NY

5.1M
Shares

$155 Million
0.37% of portfolio
Morgan Stanley New York, NY

3.69M
Shares

$112 Million
0.01% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.35M
Shares

$101 Million
8.67% of portfolio
Bank Of America Corp Charlotte, NC

2.85M
Shares

$86.3 Million
0.01% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

2.25M
Shares

$68.3 Million
1.6% of portfolio

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About HARTFORD MULTIFACTOR DEVELOPED

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