Number of Shares
199,378.00
Current Holdings Value*
$6.18 Mil
% of Portfolio
5.09%
Total Estimate Gain
$1.52 Mil
% of Total Estimate Gain
28.89%

Bennett Associates Wealth Management's Hartford Multifactor Developed Markets (ex-US) ETF Holding Summary

As of 2025-03-31, Bennett Associates Wealth Management held 199,378.00 shares of Hartford Multifactor Developed Markets (ex-US) ETF(RODM), totaling $6.18 Mil. This investment constitutes 5.09% of their stock portfolio, and Bennett Associates Wealth Management now holds 0.56% of the outstanding Hartford Multifactor Developed Markets (ex-US) ETF(RODM) stock.

The initial trade took place in 2023Q4. And since then Bennett Associates Wealth Management has made 5 purchases of RODM, at an average price of $26.33, for a total of 199,378.00 shares. Based on historical transaction data and RODM's current price of $33.93, Bennett Associates Wealth Management's estimated gain on his RODM holdings is $1.52 Mil, reflecting a 28.89% gain to date.

Bennett Associates Wealth Management RODM ($33.93) Holding Chart

Bennett Associates Wealth Management RODM ($33.93) 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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