Financial Advocates Investment Management
Position in HTAB — Hartford Schroders Tax-Aware Bond ETF
CIK 1730293
OLYMPIA, WA
All Filings in HTAB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 HTAB | $948,204 | 50,679 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 HTAB | $1,286,549 | 66,454 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 HTAB | $1,267,285 | 63,972 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 HTAB | $1,111,136 | 57,542 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 HTAB | $720,778 | 36,812 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 HTAB | $690,058 | 34,922 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 HTAB | $1,336,249 | 73,139 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 HTAB | $1,422,813 | 73,190 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 HTAB | $494,687 | 25,225 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||