Strategic Planning Group, LLC Hartford Fds Total Return Bd E Transaction History
Strategic Planning Group, LLC
- $458 Billion
- Q2 2024
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 108,911 shares of HTRB stock, worth $3.81 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
108,911
Previous 104,728
3.99%
Holding current value
$3.81 Million
Previous $3.53 Billion
3.22%
% of portfolio
0.8%
Previous 0.88%
Shares
3 transactions
Others Institutions Holding HTRB
# of Institutions
108Shares Held
38.1MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA14.4MShares$505 Million45.37% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.98MShares$69.4 Million0.17% of portfolio
-
Wms Partners, LLC1.65MShares$57.8 Million3.66% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$48.8 Million0.0% of portfolio
-
Ubs Group Ag1.32MShares$46.3 Million0.01% of portfolio