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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
2024-03-31 $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)
Pacer Fds Tr Developed Mrkt (ICOW)
Putnam Etf Trust Focused Lar Cap (PVAL)
Pacer Fds Tr Pacer Us Small (CALF)
Vanguard Bd Index Fds Intermed Term (BIV)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
RBB Motley Fol Etf (TMFC)
Innovator Etfs Tr Equity Def Protn (TJUL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackstone Secd Lending Common Stock (BXSL)
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)
Ishares Tr S&p 100 Etf (OEF)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)

View all positions for Amplius Wealth Advisors

Top funds holding Hartford Fds Exchange Trade schrdrs tax bd

Bank of New York Mellon
Amplius Wealth Advisors
Raymond James & Associates
Raymond James Financial Services Advisors
Bank of America Corporation
ERn Financial
Advisor Group Holdings
Main Street Financial Solutions
Yarger Wealth Strategies
Branch Banking & Trust Company
Commonwealth Equity Services
Wealthcare Advisory Partners
Element Wealth
Axxcess Wealth Management
Capital Asset Advisory Services

View all funds holding Hartford Fds Exchange Trade schrdrs tax bd