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Hartford Fds Exchange Trade schrdrs tax bd shares owned by Axxcess Wealth Management

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

Historical chart of Axxcess Wealth Management 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 Axxcess 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 schrdrs tax bd by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 138k 19.76
2023-09-30 $1.7M 91k 18.27

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Servicenow (NOW)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Option (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Microsoft Corporation (MSFT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Us Home Cons Etf (ITB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Axxcess Wealth Management

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