Number of Shares
336,672.00
Current Holdings Value*
$11.63 Mil
% of Portfolio
3.06%
Total Estimate Gain
$-473,942.27
% of Total Estimate Gain
-4.03%

Centric Wealth Management's Hartford Strategic Income ETF Holding Summary

As of 2025-03-31, Centric Wealth Management held 336,672.00 shares of Hartford Strategic Income ETF(HSUN), totaling $11.63 Mil. This investment constitutes 3.06% of their stock portfolio, and Centric Wealth Management now holds 9.22% of the outstanding Hartford Strategic Income ETF(HSUN) stock.

The initial trade took place in 2024Q4. And since then Centric Wealth Management has made 2 purchases of HSUN, at an average price of $34.94, for a total of 336,672.00 shares. Based on historical transaction data and HSUN's current price of $33.53, Centric Wealth Management's estimated gain on his HSUN holdings is $-473,942.27, reflecting a -4.03% gain to date.

Centric Wealth Management HSUN ($33.53) Holding Chart

Centric Wealth Management HSUN ($33.53) 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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