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Hartford Fds Exchange Trade schrdrs tax bd shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors 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 Tanglewood Legacy 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 Tanglewood Legacy Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$25k	1.3k	19.81
2024-06-30	$25k	1.3k	19.31
2024-03-31	$25k	1.3k	19.58
2023-12-31	$25k	1.3k	19.76
2023-09-30	$23k	1.3k	18.27
2023-06-30	$25k	1.3k	19.44
2023-03-31	$25k	1.3k	19.61

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)

Ishares S&p MF Closed and MF Open (IUSG)

Ishares Russell MF Closed and MF Open (IWR)

Ishares Russell MF Closed and MF Open (IWF)

First Trust MF Closed and MF Open (DMAY)

First Trust MF Closed and MF Open (FMAY)

Pgim Aaa MF Closed and MF Open (PAAA)

Ishares Russell MF Closed and MF Open (IWD)

First Trust MF Closed and MF Open (FAPR)

SPDR S&P MF Closed and MF Open (SPY)

First Trust MF Closed and MF Open (DAPR)

Apple Common Stock (AAPL)

Sm Energy Common Stock (SM)

Ishares Msci MF Closed and MF Open (USMV)

Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

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

Envestnet Asset Management

Raymond James Financial Services Advisors

IAG Wealth Partners

Yarger Wealth Strategies

Main Street Financial Solutions

Wealthcare Advisory Partners

Advisor Group Holdings

Cambridge Investment Research Advisors

Consolidated Planning Corp

Northwestern Mutual Wealth Management Company

View all funds holding Hartford Fds Exchange Trade schrdrs tax bd

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