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Hartford Fds Exchange Trade schrdrs tax bd shares owned by Atria Wealth Solutions

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

Historical chart of Atria Wealth Solutions 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 Atria Wealth Solutions 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 Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $601k 30k 19.82
2023-09-30 $490k 27k 18.33
2023-06-30 $510k 26k 19.50
2023-03-31 $425k 22k 19.66

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

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