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Hartford Fds Exchange Trade total rtrn etf shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Hartford Fds Exchange Trade total rtrn etf (HTRB) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Hartford Fds Exchange Trade total rtrn etf

Tip: Access up to 7 years of quarterly data

All positions including Hartford Fds Exchange Trade total rtrn etf held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Hartford Fds Exchange Trade total rtrn etf by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.4M 67k 34.96
2024-06-30 $4.0M 119k 33.49

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Hartford Fds Exchange Trade total rtrn etf

Hartford Funds Management
Wealth Enhancement Advisory Services
WMS Partners
Bank of America Corporation
Financial Planning & Information Services
LPL Financial
Mountain Capital Investment Advisors
WCG Wealth Advisors
Sanctuary Advisors
Howard Financial Services
Cornerstone Advisors Asset Management
Fragasso
Branch Banking & Trust Company
Spire Wealth Management
Envestnet Asset Management

View all funds holding Hartford Fds Exchange Trade total rtrn etf