Strategic Planning Group, LLC Hartford Fds Total Return Bd E Transaction History

Strategic Planning Group, LLC

$511 Billion
Q1 2025

A detailed history of Strategic Planning Group, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Strategic Planning Group, LLC holds 174,090 shares of HTRB stock, worth $5.83 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares

174,090

Previous 155,626 11.86%

Holding current value

$5.83 Million

Previous $5.19 Billion 13.64%

% of portfolio

1.15%

Previous 0.95%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	$33.03 - $34.09 $609,865 - $629,437	18,464 Added 11.86%	174,090 $5.89 Billion
Q4 2024 Jan 23, 2025	BUY	$33.33 - $35.01 $1.33 Million - $1.4 Million	40,014 Added 34.61%	155,626 $5.19 Billion
Q3 2024 Oct 16, 2024	BUY	$33.29 - $35.33 $223,076 - $236,746	6,701 Added 6.15%	115,612 $4.04 Billion
Q2 2024 Aug 02, 2024	BUY	$32.72 - $33.9 $136,867 - $141,803	4,183 Added 3.99%	108,911 $3.65 Billion
Q1 2024 Apr 12, 2024	SELL	$33.37 - $34.14 $671,671 - $687,169	-20,128 Reduced 16.12%	104,728 $3.53 Billion
Q4 2023 Apr 11, 2024	BUY	$31.25 - $34.37 $3.9 Million - $4.29 Million	124,856 New	124,856 $4.25 Billion

Others Institutions Holding HTRB

# of Institutions

129

Shares Held

48.9M

Call Options Held

Put Options Held

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About HARTFORD FDS TOTAL RETURN BD E

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Strategic Planning Group, LLC Hartford Fds Total Return Bd E Transaction History