Great Point Wealth Advisors, LLC HTRB Holdings History
Great Point Wealth Advisors, LLC's Hartford Total Return Bond ETF Holding Summary
As of 2025-03-31, Great Point Wealth Advisors, LLC held 532,731.00 shares of Hartford Total Return Bond ETF(HTRB), totaling $18.04 Mil. This investment constitutes 3.9% of their stock portfolio, and Great Point Wealth Advisors, LLC now holds 0.89% of the outstanding Hartford Total Return Bond ETF(HTRB) stock.
The initial trade took place in 2021Q2. And since then Great Point Wealth Advisors, LLC has made 12 purchases of HTRB, at an average price of $36.95, for a total of 1.13 Mil shares. In addition, there have been 4 sales at an average price of $37.46 for 595,863.00 shares. Based on historical transaction data and HTRB's current price of $33.61, Great Point Wealth Advisors, LLC's estimated gain on his HTRB holdings is $-1.48 Mil, reflecting a -3.55% gain to date.
Great Point Wealth Advisors, LLC HTRB ($33.61) Holding Chart
Great Point Wealth Advisors, LLC HTRB ($33.61) 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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