Amplius Wealth Advisors, LLC
Position in HTAB — Hartford Schroders Tax-Aware Bond ETF
CIK 1900584
BLUE BELL, PA
All Filings in HTAB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HTAB | $543,514 | 28,606 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 HTAB | $712,188 | 37,190 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 HTAB | $918,488 | 48,013 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 HTAB | $34,929,380 | 1,866,883 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 HTAB | $32,327,502 | 1,686,359 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 HTAB | $34,367,349 | 1,775,173 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 HTAB | $14,966,554 | 755,505 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 HTAB | $14,362,623 | 743,792 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 HTAB | $18,529,807 | 946,364 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 HTAB | $13,598,911 | 688,204 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 HTAB | $11,787,475 | 645,182 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 HTAB | $9,300,193 | 478,405 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||