Amplius Wealth Advisors, LLC HTAB Holdings History
Amplius Wealth Advisors, LLC's Hartford Schroders Tax Aware Bond ETF Holding Summary
As of 2025-03-31, Amplius Wealth Advisors, LLC held 1.69 Mil shares of Hartford Schroders Tax Aware Bond ETF(HTAB), totaling $32.33 Mil. This investment constitutes 3.36% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds 7.19% of the outstanding Hartford Schroders Tax Aware Bond ETF(HTAB) stock.
The initial trade took place in 2023Q2. And since then Amplius Wealth Advisors, LLC has made 6 purchases of HTAB, at an average price of $19.49, for a total of 1.98 Mil shares. In addition, there have been 2 sales at an average price of $19.30 for 291,386.00 shares. Based on historical transaction data and HTAB's current price of $18.44, Amplius Wealth Advisors, LLC's estimated gain on his HTAB holdings is $-1.82 Mil, reflecting a -4.72% gain to date.
Amplius Wealth Advisors, LLC HTAB ($18.44) Holding Chart
Amplius Wealth Advisors, LLC HTAB ($18.44) 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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