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Hartford Fds Exchange Trade schrdrs tax bd shares owned by Sontag Advisory

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

Historical chart of Sontag Advisory 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 Sontag Advisory 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 Sontag Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $10M 541k 19.00

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Aon Shs Cl A (AON)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Sontag Advisory

Top funds holding Hartford Fds Exchange Trade schrdrs tax bd

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

View all funds holding Hartford Fds Exchange Trade schrdrs tax bd