Concurrent Investment Advisors, LLC
Position in HTRB — Hartford Total Return Bond ETF
CIK 2001015
Tampa, FL
All Filings in HTRB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HTRB | $230,410 | 6,829 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 HTRB | $238,025 | 6,970 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 HTRB | $212,666 | 6,202 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 HTRB | $215,142 | 6,352 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 HTRB | $237,663 | 7,019 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 HTRB | $1,876,379 | 56,297 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 HTRB | $2,351,689 | 67,268 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 HTRB | $3,969,067 | 118,515 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||