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Hartford Fds Exchange Trade schrdrs tax bd shares owned by Amplius Wealth Advisors

Quarter-by-quarter ownership of Hartford Fds Exchange Trade schrdrs tax bd (HTAB) shares owned by Amplius Wealth Advisors from 13F filings

Historical chart of Amplius Wealth Advisors investment in Hartford Fds Exchange Trade schrdrs tax bd

Tip: Access up to 7 years of quarterly data

All positions including Hartford Fds Exchange Trade schrdrs tax bd held by Amplius 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 schrdrs tax bd by Amplius Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $15M 756k 19.81
2024-06-30 $14M 744k 19.31
2024-03-31 $19M 946k 19.58
2023-12-31 $14M 688k 19.76
2023-09-30 $12M 645k 18.27
2023-06-30 $9.3M 478k 19.44

More positions owned by Amplius Wealth Advisors

Ishares Tr Global 100 Etf (IOO)
Putnam Etf Trust Focused Lar Cap (PVAL)
Vanguard Bd Index Fds Intermed Term (BIV)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
RBB Motley Fol Etf (TMFC)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Developed Mrkt (ICOW)
First Tr Exchng Traded Fd Vi Cboe Vest Us Eq (BUFR)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Harbor Etf Trust Internatnal Comp (OSEA)
Blackstone Group Inc Com Cl A (BX)

View all positions for Amplius Wealth Advisors

Top funds holding Hartford Fds Exchange Trade schrdrs tax bd

LPL Financial
Bank of New York Mellon
Bank of America Corporation
Raymond James & Associates
Envestnet Asset Management
Branch Banking & Trust Company
Amplius Wealth Advisors
Raymond James Financial Services Advisors
IAG Wealth Partners
Yarger Wealth Strategies
Main Street Financial Solutions
ERn Financial
Wealthcare Advisory Partners
Advisor Group Holdings
Cambridge Investment Research Advisors

View all funds holding Hartford Fds Exchange Trade schrdrs tax bd