Fiduciary Planning LLC HSRT Holdings History
Fiduciary Planning LLC's Hartford AAA CLO ETF Holding Summary
As of 2025-03-31, Fiduciary Planning LLC held 690,495.00 shares of Hartford AAA CLO ETF(HSRT), totaling $26.82 Mil. This investment constitutes 8.84% of their stock portfolio, and Fiduciary Planning LLC now holds 25.11% of the outstanding Hartford AAA CLO ETF(HSRT) stock.
The initial trade took place in 2023Q3. And since then Fiduciary Planning LLC has made 7 purchases of HSRT, at an average price of $38.44, for a total of 690,495.00 shares. Based on historical transaction data and HSRT's current price of $38.67, Fiduciary Planning LLC's estimated gain on his HSRT holdings is $159,084.75, reflecting a 0.60% gain to date.
Fiduciary Planning LLC HSRT ($38.67) Holding Chart
Fiduciary Planning LLC HSRT ($38.67) 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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