Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ENCOMPASS WEALTH ADVISORS, LLC | 11 | 11 | 1.03% | 1.42% | 1.83% | Q1 2021 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 8 | 8 | 0.07% | 0.12% | 0.17% | Q3 2013 | Q2 2015 | 8 |
HEADINVEST, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
McGowan Group Asset Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
This page lists all the filers that currently own Hartford Floating Rate I or have owned Hartford Floating Rate I in the past.