ATTICUS WEALTH MANAGEMENT, LLC HTRB Holdings History
ATTICUS WEALTH MANAGEMENT, LLC's Hartford Total Return Bond ETF Holding Summary
As of 2025-06-30, ATTICUS WEALTH MANAGEMENT, LLC held 352,805.00 shares of Hartford Total Return Bond ETF(HTRB), totaling $11.95 Mil. This investment constitutes 3.23% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 0.59% of the outstanding Hartford Total Return Bond ETF(HTRB) stock.
The initial trade took place in 2024Q3. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 3 purchases of HTRB, at an average price of $34.22, for a total of 521,207.00 shares. In addition, there have been 1 sales at an average price of $33.96 for 168,402.00 shares. Based on historical transaction data and HTRB's current price of $33.52, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his HTRB holdings is $-290,246.05, reflecting a -1.63% gain to date.
ATTICUS WEALTH MANAGEMENT, LLC HTRB ($33.52) Holding Chart
ATTICUS WEALTH MANAGEMENT, LLC HTRB ($33.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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