Wealth Shield Partners, LLC Hartford Multifactor Developed Transaction History

Wealth Shield Partners, LLC

$721 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$30.1 - $31.87 $12,371 - $13,098	-411 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$28.2 - $30.0 $11,590 - $12,330	411 New	411 $12,000

Others Institutions Holding RODM

# of Institutions

114

Shares Held

32.3M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

5.25M
Shares

$155 Million
0.36% of portfolio
Morgan Stanley New York, NY

3.37M
Shares

$99.5 Million
0.01% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.27M
Shares

$96.6 Million
9.25% of portfolio
Bank Of America Corp Charlotte, NC

2.9M
Shares

$85.7 Million
0.01% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

2.15M
Shares

$63.5 Million
1.61% of portfolio

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
Sector ETFs
Industry ETFs

More about RODM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Shield Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Shield Partners, LLC with notifications on news.