YARGER WEALTH STRATEGIES, LLC HTAB Holdings History
YARGER WEALTH STRATEGIES, LLC's Hartford Schroders Tax Aware Bond ETF Holding Summary
As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 482,421.00 shares of Hartford Schroders Tax Aware Bond ETF(HTAB), totaling $9.25 Mil. This investment constitutes 5.39% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 2.06% of the outstanding Hartford Schroders Tax Aware Bond ETF(HTAB) stock.
The initial trade took place in 2023Q2. And since then YARGER WEALTH STRATEGIES, LLC has made 8 purchases of HTAB, at an average price of $19.32, for a total of 482,421.00 shares. Based on historical transaction data and HTAB's current price of $18.47, YARGER WEALTH STRATEGIES, LLC's estimated gain on his HTAB holdings is $-407,704.37, reflecting a -4.38% gain to date.
YARGER WEALTH STRATEGIES, LLC HTAB ($18.47) Holding Chart
YARGER WEALTH STRATEGIES, LLC HTAB ($18.47) 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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