WCG Wealth Advisors LLC HTRB Holdings History
WCG Wealth Advisors LLC's Hartford Total Return Bond ETF Holding Summary
As of 2025-03-31, WCG Wealth Advisors LLC held 815,047.00 shares of Hartford Total Return Bond ETF(HTRB), totaling $27.60 Mil. This investment constitutes 2.11% of their stock portfolio, and WCG Wealth Advisors LLC now holds 1.38% of the outstanding Hartford Total Return Bond ETF(HTRB) stock.
The initial trade took place in 2022Q2. And since then WCG Wealth Advisors LLC has made 5 purchases of HTRB, at an average price of $34.51, for a total of 2.22 Mil shares. In addition, there have been 6 sales at an average price of $33.86 for 1.41 Mil shares. Based on historical transaction data and HTRB's current price of $33.61, WCG Wealth Advisors LLC's estimated gain on his HTRB holdings is $-1.64 Mil, reflecting a -2.14% gain to date.
WCG Wealth Advisors LLC HTRB ($33.61) Holding Chart
WCG 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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