Berger Financial Group, Inc HTRB Holdings History
Berger Financial Group, Inc's Hartford Total Return Bond ETF Holding Summary
As of 2025-03-31, Berger Financial Group, Inc held 788,276.00 shares of Hartford Total Return Bond ETF(HTRB), totaling $26.69 Mil. This investment constitutes 1.85% of their stock portfolio, and Berger Financial Group, Inc now holds 1.34% of the outstanding Hartford Total Return Bond ETF(HTRB) stock.
The initial trade took place in 2021Q3. And since then Berger Financial Group, Inc has made 14 purchases of HTRB, at an average price of $37.20, for a total of 1.18 Mil shares. In addition, there have been 1 sales at an average price of $34.96 for 391,685.00 shares. Based on historical transaction data and HTRB's current price of $33.61, Berger Financial Group, Inc's estimated gain on his HTRB holdings is $-3.71 Mil, reflecting a -8.44% gain to date.
Berger Financial Group, Inc HTRB ($33.61) Holding Chart
Berger Financial Group, Inc HTRB ($33.61) 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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