Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF comprennent Apollon Wealth Management, LLC, Apollon Financial, LLC, Cornerstone Wealth Group, LLC, Savvy Advisors, Inc., Verus Capital Partners, Llc, et Argent Trust Co .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
