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Atria Wealth Solutions’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Atria Wealth Solutions’s Portfolio HTAB Stock Details HTAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$573K Buy
30,513
+668
+2% +$12.5K 0.01% 855
2025
Q1 		$574K Buy
29,845
+594
+2% +$11.5K 0.01% 1143
2024
Q4 		$569K Sell
29,251
-296
-1% -$5.81K 0.01% 1205
2024
Q3 		$587K Buy
29,547
+422
+1% +$8.3K 0.01% 1162
2024
Q2 		$564K Sell
29,125
-1,080
-4% -$20.8K 0.01% 1184
2024
Q1 		$593K Sell
30,205
-116
-0.4% -$2.27K 0.01% 1183
2023
Q4 		$601K Buy
30,321
+3,582
+13% +$67.1K 0.01% 1117
2023
Q3 		$490K Buy
26,739
+602
+2% +$11.5K 0.01% 1137
2023
Q2 		$510K Buy
26,137
+4,542
+21% +$88.6K 0.01% 1149
2023
Q1 		$425K Buy
+21,595
New +$420K 0.01% 1226

Other funds holding HTAB

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWP
IAG Wealth Partners Waukesha, Wisconsin $896M AUM 15.29% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return