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

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

Historical chart of Birchcreek 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 Birchcreek 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 Birchcreek Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $252k 13k 19.76
2023-09-30 $220k 12k 18.27

More positions owned by Birchcreek Wealth Management

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard World Fds Inf Tech Etf (VGT)

View all positions for Birchcreek 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