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Get Institutions for : 
Hartford Schroders Tax-aware Bond Etf (HTAB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 43    4
Total shares held : 
7,441,115  
% of shares held : 
82.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  12  
Amount of shares held : 
1,719,214  
% of shares held change : 
  19.1%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 773,134
 10.39%
 
Increased Positions :
20
 1,640,841
 22.05%
 
Unchanged Positions :
3
 20,505
 0.28%
 
Decreased Positions :
12
-632,853
-8.5%
 
Closed Positions :
4
-61,908
-0.83%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BANK OF NEW YORK MELLON CORP 1496 - 2024-03-31 1,169,469 $22,898,000 0
   Birchcreek Wealth Management LLC 130 - 2024-03-31 12,743 $250,000 0
   Westside Investment Management Inc. 383 - 2024-03-31 2,000 $39,000 0
   Tanglewood Legacy Advisors LLC 207 - 2024-03-31 1,275 $25,000 0
   MORGAN STANLEY 7610 - 2024-03-31 1 $0 0

  5 Records found
  1    
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