Consolidated Planning Corp »

Hartford Fds Exchange Trade schrdrs tax bd shares owned by Consolidated Planning Corp

Quarter-by-quarter ownership of Hartford Fds Exchange Trade schrdrs tax bd (HTAB) shares owned by Consolidated Planning Corp from 13F filings

Historical chart of Consolidated Planning Corp 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 Consolidated Planning Corp consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Hartford Fds Exchange Trade schrdrs tax bd by Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 194k 19.81

More positions owned by Consolidated Planning Corp

T Rowe Price Etf Cap Appreciation (TCAF)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr Ishares 25+ Yr T (GOVZ)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Unified Ser Tr Ballast Smlmd Cp (MGMT)
Apple (AAPL)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Msci Usa Mmentm (MTUM)
Caterpillar (CAT)
Broadcom (AVGO)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)

View all positions for Consolidated Planning Corp

Top funds holding Hartford Fds Exchange Trade schrdrs tax bd

LPL Financial
Bank of New York Mellon
Raymond James & Associates
Bank of America Corporation
Branch Banking & Trust Company
Amplius Wealth Advisors
Raymond James Financial Services Advisors
Envestnet Asset Management
IAG Wealth Partners
Yarger Wealth Strategies
ERn Financial
Wealthcare Advisory Partners
Cambridge Investment Research Advisors
Cetera Investment Advisers
Consolidated Planning Corp

View all funds holding Hartford Fds Exchange Trade schrdrs tax bd