STRATEGIC PLANNING GROUP, LLC - HARTFORD FDS EXCHANGE TRADED ownership

HARTFORD FDS EXCHANGE TRADED's ticker is HTRB and the CUSIP is 41653L305. A total of 97 filers reported holding HARTFORD FDS EXCHANGE TRADED in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
STRATEGIC PLANNING GROUP, LLC ownership history of HARTFORD FDS EXCHANGE TRADED
ValueSharesWeighting
Q2 2024$3,647,449
+3.2%
108,911
+4.0%
0.80%
-9.8%
Q1 2024$3,533,551
-16.8%
104,728
-16.1%
0.88%
-37.3%
Q4 2023$4,248,872124,8561.41%
Other shareholders
HARTFORD FDS EXCHANGE TRADED shareholders Q2 2024
NameSharesValueWeighting ↓
Hartford Funds Management Co LLC 13,826,825$456,838,29847.83%
IRON Financial LLC 408,152$13,485,3337.74%
Marshall Financial Group, LLC 496,575$16,406,8316.37%
Financial Planning & Information Services, Inc. 634,666$20,969,3704.44%
WCG Wealth Advisors LLC 922,486$30,466,4244.18%
Arcadia Wealth Management, LLC 104,342$3,447,4483.03%
HOWARD FINANCIAL SERVICES, LTD. 306,658$10,131,9892.66%
Great Point Wealth Advisors, LLC 182,134$6,017,7232.02%
Quantitative Advantage, LLC 390,142$12,890,2921.99%
Brio Consultants, LLC 283,376$9,362,7591.86%
View complete list of HARTFORD FDS EXCHANGE TRADED shareholders