Wms Partners, LLC Hartford Fds Total Return Bd E Transaction History
Wms Partners, LLC
- $1.51 Billion
- Q2 2024
A detailed history of Wms Partners, LLC transactions in Hartford Fds Total Return Bd E stock. As of the latest transaction made, Wms Partners, LLC holds 1,653,221 shares of HTRB stock, worth $57.8 Million. This represents 3.66% of its overall portfolio holdings.
Number of Shares
1,653,221
Previous 1,451,437
13.9%
Holding current value
$57.8 Million
Previous $49 Million
13.06%
% of portfolio
3.66%
Previous 3.5%
Shares
5 transactions
Others Institutions Holding HTRB
# of Institutions
108Shares Held
38.1MCall Options Held
0Put Options Held
0-
Hartford Funds Management CO LLC Wayne, PA14.4MShares$505 Million45.37% of portfolio
-
Wealth Enhancement Advisory Services, LLC1.98MShares$69.4 Million0.17% of portfolio
-
Bank Of America Corp Charlotte, NC1.39MShares$48.8 Million0.0% of portfolio
-
Ubs Group Ag1.32MShares$46.3 Million0.01% of portfolio
-
Financial Planning & Information Services, Inc.1.22MShares$42.6 Million6.23% of portfolio