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Hartford Fds Exchange Trade schrdrs tax bd shares owned by Financial Planning & Information Services

Quarter-by-quarter ownership of Hartford Fds Exchange Trade schrdrs tax bd (HTAB) shares owned by Financial Planning & Information Services from 13F filings

Historical chart of Financial Planning & Information Services investment in Hartford Fds Exchange Trade schrdrs tax bd

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All positions including Hartford Fds Exchange Trade schrdrs tax bd held by Financial Planning & Information Services 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 Financial Planning & Information Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $259k 13k 19.81
2024-06-30 $199k 10k 19.31

More positions owned by Financial Planning & Information Services

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Wisdomtree Tr Us Midcap Divid (DON)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Emg Mkts Smcap (DGS)

View all positions for Financial Planning & Information Services

Top funds holding Hartford Fds Exchange Trade schrdrs tax bd

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

View all funds holding Hartford Fds Exchange Trade schrdrs tax bd