JOURNEY STRATEGIC WEALTH LLC
Position in HTAB — Hartford Schroders Tax-Aware Bond ETF
CIK 1909316
SUMMIT, NJ
All Filings in HTAB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 HTAB | $500,402 | 26,158 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 HTAB | $939,484 | 50,213 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 HTAB | $729,494 | 38,054 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 HTAB | $782,201 | 40,403 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 HTAB | $744,062 | 37,560 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 HTAB | $725,282 | 37,560 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 HTAB | $566,253 | 28,920 | Shares | Other | 2024-05-13 | |
| 2023-12-31 HTAB | $413,379 | 20,920 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||