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Hartford Fds Exchange Trade schrdrs tax bd shares owned by Trademark Financial Management

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

Historical chart of Trademark Financial 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 Trademark Financial Management 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 Trademark Financial Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $195k 10k 19.36
2024-09-30 $250k 13k 19.81
2024-06-30 $345k 18k 19.31
2024-03-31 $349k 18k 19.58

More positions owned by Trademark Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Internatnal Val (DFIV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Vanguard Index Fds Total Stk Mkt (VTI)
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)
Vaneck Etf Trust Clo Etf (CLOI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Gold Tr Ishares New (IAU)
Ea Series Trust Freedom 100 Em (FRDM)

View all positions for Trademark Financial Management

Top funds holding Hartford Fds Exchange Trade schrdrs tax bd

Bank of New York Mellon
Consolidated Planning Corp
LPL Financial
Raymond James Financial
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
Branch Banking & Trust Company
Wealthcare Advisory Partners
Capital Asset Advisory Services

View all funds holding Hartford Fds Exchange Trade schrdrs tax bd