PRW Wealth Management »

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

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

Historical chart of PRW 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 PRW Wealth Management 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 PRW Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $182k 10k 17.79
2023-06-30 $408k 21k 19.47

More positions owned by PRW Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Piper Jaffray Companies (PIPR)
Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Ultra Short Govt (BILZ)
Ishares Tr S&P SML 600 GWT (IJT)
Select Sector Spdr Tr Energy (XLE)

View all positions for PRW 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