ForthRight Wealth Management, LLC HSRT Holdings History
ForthRight Wealth Management, LLC's Hartford AAA CLO ETF Holding Summary
As of 2025-03-31, ForthRight Wealth Management, LLC held 202,324.00 shares of Hartford AAA CLO ETF(HSRT), totaling $7.86 Mil. This investment constitutes 2.63% of their stock portfolio, and ForthRight Wealth Management, LLC now holds 7.36% of the outstanding Hartford AAA CLO ETF(HSRT) stock.
The initial trade took place in 2023Q3. And since then ForthRight Wealth Management, LLC has made 7 purchases of HSRT, at an average price of $38.90, for a total of 202,324.00 shares. Based on historical transaction data and HSRT's current price of $38.67, ForthRight Wealth Management, LLC's estimated gain on his HSRT holdings is $-47,492.62, reflecting a -0.60% gain to date.
ForthRight Wealth Management, LLC HSRT ($38.67) Holding Chart
ForthRight Wealth Management, 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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