Valmark Advisers, Inc. Hartford Fds Total Return Bd E Transaction History
Valmark Advisers, Inc.
- $6.34 Billion
- Q3 2024
Shares
3 transactions
Others Institutions Holding HTRB
# of Institutions
115Shares Held
41.5MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA13.7MShares$463 Million44.48% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.99MShares$67.3 Million0.16% of portfolio
-
Wms Partners, LLC1.76MShares$59.3 Million3.62% of portfolio
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Bank Of America Corp Charlotte, NC1.49MShares$50.2 Million0.0% of portfolio
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Financial Planning & Information Services, Inc.1.46MShares$49.2 Million7.03% of portfolio