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Hartford Fds Exchange Trade schrdrs tax bd shares owned by LifeGoal Wealth Advisors

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

Historical chart of LifeGoal Wealth Advisors 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 LifeGoal Wealth Advisors 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 LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 72k 19.13
2025-06-30 $1.6M 85k 18.71
2025-03-31 $1.9M 99k 19.17

More positions owned by LifeGoal Wealth Advisors

Ishares Tr U S Equity Factr (LRGF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Rbb Fund Trust First Eagle Gbl (FEGE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Emng Mkts Eqt (EMGF)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Gbl Gold Mn (RING)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Vaneck Etf Trust Alternative Asse (GPZ)

View all positions for LifeGoal Wealth Advisors

Top funds holding Hartford Fds Exchange Trade schrdrs tax bd

Bank of New York Mellon
Consolidated Planning Corp
LPL Financial
Raymond James Financial
Branch Banking & Trust Company
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Main Street Financial Solutions
Jones Financial Companies, L.L
Yarger Wealth Strategies
Cetera Investment Advisers
Advisor Group Holdings
Axxcess Wealth Management
Wealthcare Advisory Partners
IAG Wealth Partners

View all funds holding Hartford Fds Exchange Trade schrdrs tax bd