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Hartford Fds Exchange Trade shrt durtn etf shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Hartford Fds Exchange Trade shrt durtn etf (HSRT) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in Hartford Fds Exchange Trade shrt durtn etf

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All positions including Hartford Fds Exchange Trade shrt durtn etf held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hartford Fds Exchange Trade shrt durtn etf by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.6M 40k 39.15
2024-03-31 $1.9M 50k 38.97
2023-12-31 $6.9M 178k 38.93

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Eli Lilly & Co. (LLY)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Visa Com Cl A (V)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Mastercard Incorporated Cl A (MA)
TJX Companies (TJX)
Schwab Strategic Tr Long Term Us (SCHQ)
Amazon (AMZN)

View all positions for Centric Wealth Management

Top funds holding Hartford Fds Exchange Trade shrt durtn etf

Fiduciary Planning
LPL Financial
ForthRight Wealth Management
Evergreen Capital Management
Jpmorgan Chase & Co
Private Advisor
Jane Street
Commonwealth Equity Services
Susquehanna International
Belpointe Asset Management
Concurrent Investment Advisors
Steward Partners Investment Advisory
Stifel Financial
Kingsview Wealth Management
Oregon Pacific Wealth Management

View all funds holding Hartford Fds Exchange Trade shrt durtn etf