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Hartford Fds Exchange Trade total rtrn etf shares owned by JFS Wealth Advisors

Quarter-by-quarter ownership of Hartford Fds Exchange Trade total rtrn etf (HTRB) shares owned by JFS Wealth Advisors from 13F filings

Historical chart of JFS Wealth Advisors investment in Hartford Fds Exchange Trade total rtrn etf

Tip: Access up to 7 years of quarterly data

All positions including Hartford Fds Exchange Trade total rtrn etf held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hartford Fds Exchange Trade total rtrn etf by JFS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $22k 659 33.74

More positions owned by JFS Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Mcp Etf (IJH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)

View all positions for JFS Wealth Advisors

Top funds holding Hartford Fds Exchange Trade total rtrn etf

Hartford Funds Management
Wealth Enhancement Advisory Services
WMS Partners
UBS Group
Bank of America Corporation
Financial Planning & Information Services
Marshall Financial Group
Spire Wealth Management
WCG Wealth Advisors
LPL Financial
Fragasso
Howard Financial Services
Commonwealth Equity Services
Branch Banking & Trust Company
Envestnet Asset Management

View all funds holding Hartford Fds Exchange Trade total rtrn etf