WR Wealth Planners’s Federated Hermes Total Return Bond ETF FTRB Stock Holding History

WR Wealth Planners’s Portfolio FTRB Stock Details FTRB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$4.89K	Buy	+198	New	+$4.98K	﹤0.01%	707

Other funds holding FTRB

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BWS

Broadway Wealth Solutions San Antonio, Texas $214M AUM 16.06% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

PTP

Platform Technology Partners New York $611M AUM 25.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

WR Wealth Planners's FTRB Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Federated Hermes Total Return Bond ETF (FTRB) in Q4 2024: 198 shares worth $4.89K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings.

34 funds tracked by Wall St. Rank hold FTRB as of Q4 2024.

WR Wealth Planners held 198 shares of Federated Hermes Total Return Bond ETF worth $4.89K as of Q4 2024.
Federated Hermes Total Return Bond ETF was a new WR Wealth Planners position in Q4 2024.
Federated Hermes Total Return Bond ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #707 holding.
34 funds tracked by Wall St. Rank held Federated Hermes Total Return Bond ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.