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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
   Advisor Group Holdings Inc. 929 - 2024-03-31 304,413 $5,959,000 -76,123
   FINANCIAL NETWORK 676 - 2024-03-31 226,905 $4,443,000 -1,521
   Element Wealth LLC 14 - 2024-03-31 148,642 $2,910,000 -263
   COMMONWEALTH EQUITY SERVICES LLC. 1542 - 2024-03-31 139,499 $2,731,000 -34,242
   AXXCESS WEALTH MANAGEMENT LLC 207 - 2024-03-31 134,650 $2,636,000 -3,640
   Capital Asset Advisory Services LLC 86 - 2024-03-31 134,677 $2,590,000 -3,809
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 720 - 2024-03-31 131,624 $2,577,000 -1,704
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1354 - 2024-03-31 88,755 $1,738,000 -6,802
   PROEQUITIES INC. 361 - 2024-03-31 38,185 $750,000 -294
   Atria Wealth Solutions Inc. 1175 - 2024-03-31 30,205 $593,000 -116
   PRW Wealth Management LLC 104 - 2023-09-30 10,250 $182,000 -10,700
   Steward Partners Investment Advisory LLC 1727 - 2024-03-31 5,486 $107,000 -1,014
  12 Records found
  1    
  Page 1 of 1
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