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

33.4M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

5.25M
Shares

$156 Million
0.36% of portfolio
Morgan Stanley New York, NY

3.69M
Shares

$110 Million
0.01% of portfolio
Hartford Funds Management CO LLC Wayne, PA

3.27M
Shares

$97.3 Million
9.25% of portfolio
Bank Of America Corp Charlotte, NC

2.85M
Shares

$84.7 Million
0.01% of portfolio
Mill Creek Capital Advisors, LLC Conshohocken, PA

2.15M
Shares

$64 Million
1.61% of portfolio

About HARTFORD MULTIFACTOR DEVELOPED

Ticker RODM
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