LIBERTY WEALTH MANAGEMENT LLC - HARTFORD FDS EXCHANGE TRADED ownership

HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 89 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
LIBERTY WEALTH MANAGEMENT LLC ownership history of HARTFORD FDS EXCHANGE TRADED
ValueSharesWeighting
Q3 2021$28,0000.0%693
+0.6%
0.01%
-9.1%
Q2 2021$28,0006890.01%
Other shareholders
HARTFORD FDS EXCHANGE TRADED shareholders Q3 2023
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 14,084,926$451,985,27548.06%
Marshall Financial Group LLC 750,684$24,089,4528.68%
IRON Financial LLC 380,098$12,197,3577.08%
Financial Planning & Information Services, Inc. 894,883$28,716,8025.34%
WMS Partners, LLC 1,361,444$43,688,7283.45%
HOWARD FINANCIAL SERVICES, LTD. 462,477$14,840,8793.40%
WCG Wealth Advisors LLC 1,073,401$35,0682.57%
Great Point Wealth Advisors, LLC 231,074$7,415,1672.22%
Fragasso Group Inc. 645,981$20,729,5312.18%
Kingdom Financial Group LLC. 65,890$2,114,4251.99%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders