Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF inkluderar Apollon Wealth Management, LLC, Apollon Financial, LLC, Cornerstone Wealth Group, LLC, Savvy Advisors, Inc., Verus Capital Partners, Llc, och Argent Trust Co .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 51 923 | 25,10 | 1 988 | 24,58 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 35 827 | 159,58 | 1 371 | 158,68 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 25 707 | 6,30 | 984 | 5,92 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 41 411 | 1 585 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 32 322 | 1 237 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 91 943 | 77,17 | 3 517 | 76,59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 621 | 24 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 149 650 | 2,51 | 6 | 0,00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 215 286 | 5,60 | 8 | 14,29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 139 916 | 39,53 | 5 356 | 38,91 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 30 978 | 78,28 | 1 186 | 77,40 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 546 833 | 45,96 | 20 933 | 45,32 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 790 665 | 8,33 | 30 267 | 7,85 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 157 679 | 563,21 | 6 036 | 560,28 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 89 403 | 1,28 | 3 422 | 0,85 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 413 669 | 15 835 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22 529 | 287,23 | 1 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14 190 | 53,31 | 543 | 52,96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 369 887 | 2,14 | 14 159 | 1,69 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 14 586 | 558 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 36 549 | 18,03 | 1 399 | 17,56 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100 724 | 39,67 | 3 856 | 39,07 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 32 214 | 3,39 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 282 | 11 | ||||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 27 120 | 14,01 | 1 038 | 13,57 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 33 266 | 32,61 | 1 273 | 32,05 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 26 390 | 6,67 | 1 010 | 6,20 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 116 127 | 9,65 | 4 446 | 9,18 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 882 | 3,16 | 34 | 3,13 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9 498 | 364 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 81 341 | 14,24 | 3 114 | 13,74 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 513 178 | 22,31 | 57 924 | 21,77 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 49 381 | 310,14 | 1 890 | 309,09 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 6 043 | 80,93 | 231 | 80,47 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 92 069 | 461,50 | 3 524 | 459,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 39 675 | 1 519 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18 226 | 0,09 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 721 130 | 2,62 | 27 605 | 2,17 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 8 387 | 321 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4 442 | 3,04 | 170 | 3,03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 186 316 | 3,66 | 45 412 | 3,20 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 23 817 | 912 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 759 | 0,06 | 259 | −0,39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 57 390 | 4,80 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 46 227 | 78,81 | 1 770 | 77,97 |
