Visionary Wealth Advisors Hartford Fds Total Return Bd E Transaction History
Visionary Wealth Advisors
- $1.62 Billion
- Q4 2024
A detailed history of Visionary Wealth Advisors transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Visionary Wealth Advisors holds 323,237 shares of HTRB stock, worth $11 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
323,237
Previous 321,827
0.44%
Holding current value
$11 Million
Previous $11.3 Million
4.25%
% of portfolio
0.67%
Previous 0.72%
Shares
2 transactions
Others Institutions Holding HTRB
# of Institutions
130Shares Held
48.9MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA14.6MShares$494 Million48.05% of portfolio
-
Wms Partners, LLC1.95MShares$66 Million3.73% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.94MShares$65.8 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC1.75MShares$59.4 Million0.0% of portfolio
-
Financial Planning & Information Services, Inc.1.46MShares$49.5 Million7.03% of portfolio