Brio Consultants, LLC HTRB Holdings History
Brio Consultants, LLC's Hartford Total Return Bond ETF Holding Summary
As of 2025-03-31, Brio Consultants, LLC held 452,332.00 shares of Hartford Total Return Bond ETF(HTRB), totaling $15.32 Mil. This investment constitutes 2.4% of their stock portfolio, and Brio Consultants, LLC now holds 0.76% of the outstanding Hartford Total Return Bond ETF(HTRB) stock.
The initial trade took place in 2022Q3. And since then Brio Consultants, LLC has made 6 purchases of HTRB, at an average price of $33.89, for a total of 698,842.00 shares. In addition, there have been 5 sales at an average price of $32.79 for 246,510.00 shares. Based on historical transaction data and HTRB's current price of $33.74, Brio Consultants, LLC's estimated gain on his HTRB holdings is $-340,559.44, reflecting a -1.44% gain to date.
Brio Consultants, LLC HTRB ($33.74) Holding Chart
Brio Consultants, LLC HTRB ($33.74) 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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