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Hartford Fds Exchange Trade shrt durtn etf shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Hartford Fds Exchange Trade shrt durtn etf (HSRT) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Hartford Fds Exchange Trade shrt durtn etf

Tip: Access up to 7 years of quarterly data

All positions including Hartford Fds Exchange Trade shrt durtn etf held by Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $529k 14k 38.98
2024-06-30 $763k 20k 38.94

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Hartford Fds Exchange Trade shrt durtn etf

Fiduciary Planning
LPL Financial
ForthRight Wealth Management
Susquehanna International
Private Advisor
Belpointe Asset Management
Commonwealth Equity Services
Atria Wealth Solutions
Concurrent Investment Advisors
Stifel Financial
Steward Partners Investment Advisory
Quad-Cities Investment Group
Branch Banking & Trust Company
Jacobi Capital Management
Westside Investment Management

View all funds holding Hartford Fds Exchange Trade shrt durtn etf