Strategic Planning Group, LLC Hartford Fds Total Return Bd E Transaction History
Strategic Planning Group, LLC
- $507 Billion
- Q3 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 115,612 shares of HTRB stock, worth $3.88 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
115,612
Previous 108,911
6.15%
Holding current value
$3.88 Million
Previous $3.65 Billion
10.81%
% of portfolio
0.8%
Previous 0.8%
Shares
4 transactions
Others Institutions Holding HTRB
# of Institutions
117Shares Held
42.4MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$461 Million44.48% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$67 Million0.16% of portfolio
-
Wms Partners, LLC1.76MShares$59 Million3.62% of portfolio
-
Bank Of America Corp Charlotte, NC1.49MShares$49.9 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$49 Million7.03% of portfolio