Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF includono Apollon Wealth Management, LLC, Apollon Financial, LLC, Cornerstone Wealth Group, LLC, Savvy Advisors, Inc., Verus Capital Partners, Llc, e Argent Trust Co .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 51.923 | 25,10 | 1.988 | 24,58 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 35.827 | 159,58 | 1.371 | 158,68 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 25.707 | 6,30 | 984 | 5,92 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 41.411 | 1.585 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 32.322 | 1.237 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 91.943 | 77,17 | 3.517 | 76,59 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 621 | 24 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 149.650 | 2,51 | 6 | 0,00 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 215.286 | 5,60 | 8 | 14,29 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 139.916 | 39,53 | 5.356 | 38,91 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 30.978 | 78,28 | 1.186 | 77,40 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 546.833 | 45,96 | 20.933 | 45,32 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 790.665 | 8,33 | 30.267 | 7,85 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 157.679 | 563,21 | 6.036 | 560,28 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 89.403 | 1,28 | 3.422 | 0,85 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 413.669 | 15.835 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22.529 | 287,23 | 1 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14.190 | 53,31 | 543 | 52,96 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 369.887 | 2,14 | 14.159 | 1,69 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 14.586 | 558 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 36.549 | 18,03 | 1.399 | 17,56 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 100.724 | 39,67 | 3.856 | 39,07 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 32.214 | 3,39 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 282 | 11 | ||||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 27.120 | 14,01 | 1.038 | 13,57 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 33.266 | 32,61 | 1.273 | 32,05 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 26.390 | 6,67 | 1.010 | 6,20 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 116.127 | 9,65 | 4.446 | 9,18 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 882 | 3,16 | 34 | 3,13 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9.498 | 364 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 81.341 | 14,24 | 3.114 | 13,74 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.513.178 | 22,31 | 57.924 | 21,77 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 49.381 | 310,14 | 1.890 | 309,09 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 6.043 | 80,93 | 231 | 80,47 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 92.069 | 461,50 | 3.524 | 459,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 39.675 | 1.519 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18.226 | 0,09 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 721.130 | 2,62 | 27.605 | 2,17 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 8.387 | 321 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.442 | 3,04 | 170 | 3,03 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.186.316 | 3,66 | 45.412 | 3,20 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 23.817 | 912 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6.759 | 0,06 | 259 | -0,39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 57.390 | 4,80 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 46.227 | 78,81 | 1.770 | 77,97 |
