Financial Planning & Information Services, Inc. HTRB Holdings History
Financial Planning & Information Services, Inc.'s Hartford Total Return Bond ETF Holding Summary
As of 2024-09-30, Financial Planning & Information Services, Inc. held 1.46 Mil shares of Hartford Total Return Bond ETF(HTRB), totaling $51.01 Mil. This investment constitutes 7.03% of their stock portfolio, and Financial Planning & Information Services, Inc. now holds 2.61% of the outstanding Hartford Total Return Bond ETF(HTRB) stock.
The initial trade took place in 2021Q3. And since then Financial Planning & Information Services, Inc. has made 12 purchases of HTRB, at an average price of $36.66, for a total of 1.59 Mil shares. In addition, there have been 1 sales at an average price of $34.96 for 126,687.00 shares. Based on historical transaction data and HTRB's current price of $33.74, Financial Planning & Information Services, Inc.'s estimated gain on his HTRB holdings is $-4.48 Mil, reflecting a -7.71% gain to date.
Financial Planning & Information Services, Inc. HTRB ($33.74) Holding Chart
Financial Planning & Information Services, Inc. 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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