Number of Shares
123,186.00
Current Holdings Value*
$4.74 Mil
% of Portfolio
1.98%
Total Estimate Gain
$-50,692.48
% of Total Estimate Gain
-0.87%

CONSILIO WEALTH ADVISORS, LLC's Hartford Municipal Opportunities ETF Holding Summary

As of 2025-03-31, CONSILIO WEALTH ADVISORS, LLC held 123,186.00 shares of Hartford Municipal Opportunities ETF(HMOP), totaling $4.74 Mil. This investment constitutes 1.98% of their stock portfolio, and CONSILIO WEALTH ADVISORS, LLC now holds 0.92% of the outstanding Hartford Municipal Opportunities ETF(HMOP) stock.

The initial trade took place in 2022Q1. And since then CONSILIO WEALTH ADVISORS, LLC has made 11 purchases of HMOP, at an average price of $38.49, for a total of 151,199.00 shares. In addition, there have been 2 sales at an average price of $37.49 for 28,013.00 shares. Based on historical transaction data and HMOP's current price of $38.31, CONSILIO WEALTH ADVISORS, LLC's estimated gain on his HMOP holdings is $-50,692.48, reflecting a -0.87% gain to date.

CONSILIO WEALTH ADVISORS, LLC HMOP ($38.31) Holding Chart

CONSILIO WEALTH ADVISORS, LLC HMOP ($38.31) 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 %

Top Ranked Articles

  • 1