| 8/1/2025 | Envestnet Asset Management Inc. | 689,563 | $12.90M | 0.0% | -3.3% | 3.156% | |
| 7/31/2025 | Leelyn Smith LLC | 38,493 | $720K | 0.1% | -7.0% | 0.176% | |
| 7/31/2025 | West Michigan Advisors LLC | 22,264 | $418K | 0.1% | +4.8% | 0.102% | |
| 7/28/2025 | Harbour Investments Inc. | 23,183 | $434K | 0.0% | -33.1% | 0.106% | |
| 7/28/2025 | Axxcess Wealth Management LLC | 157,319 | $2.94M | 0.1% | -3.0% | 0.720% | |
| 7/25/2025 | Atria Wealth Solutions Inc. | 30,513 | $573K | 0.0% | +2.2% | 0.140% | |
| 7/25/2025 | MGO One Seven LLC | 10,668 | $200K | 0.0% | N/A | 0.049% | |
| 7/25/2025 | Yarger Wealth Strategies LLC | 469,276 | $8.78M | 4.6% | -2.7% | 2.148% | |
| 7/25/2025 | Prostatis Group LLC | 14,500 | $271K | 0.1% | -24.1% | 0.066% | |
| 7/22/2025 | Wealthcare Advisory Partners LLC | 205,605 | $3.85M | 0.1% | -15.9% | 0.941% | |
Get the Latest News and Ratings for HTAB and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Hartford Schroders Tax-Aware Bond ETF and its competitors with MarketBeat's FREE daily newsletter. |
| 7/22/2025 | USAdvisors Wealth Management LLC | 28,839 | $539K | 0.2% | +3.7% | 0.132% | |
| 7/21/2025 | Patriot Financial Group Insurance Agency LLC | 37,287 | $698K | 0.1% | -35.2% | 0.171% | |
| 7/18/2025 | Consolidated Planning Corp | 743,892 | $13.92M | 1.7% | +33.9% | 3.405% | |
| 7/18/2025 | Truist Financial Corp | 712,631 | $13.33M | 0.0% | -2.7% | 3.261% | |
| 7/17/2025 | LifeGoal Wealth Advisors | 84,525 | $1.58M | 1.5% | -14.2% | 0.384% | |
| 7/17/2025 | ERn Financial LLC | 80,111 | $1.50M | 0.3% | -18.0% | 0.364% | |
| 7/14/2025 | Opal Wealth Advisors LLC | 16,746 | $313K | 0.1% | -55.7% | 0.076% | |
| 7/9/2025 | Fermata Advisors LLC | 11,631 | $218K | 0.1% | -46.8% | 0.053% | |
| 7/7/2025 | Capital Asset Advisory Services LLC | 157,319 | $2.95M | 0.1% | -4.6% | 0.715% | |
| 6/27/2025 | Goldman Sachs Group Inc. | 36,700 | $704K | 0.0% | N/A | 0.167% | |
| 5/19/2025 | Jane Street Group LLC | 115,755 | $2.22M | 0.0% | -35.2% | 0.537% | |
| 5/16/2025 | Prostatis Group LLC | 19,100 | $366K | 0.1% | -29.5% | 0.089% | |
| 5/16/2025 | Arete Wealth Advisors LLC | 19,677 | $377K | 0.0% | -40.5% | 0.091% | |
| 5/16/2025 | Goldman Sachs Group Inc. | 36,700 | $704K | 0.0% | N/A | 0.170% | |
| 5/15/2025 | Royal Bank of Canada | 116,511 | $2.23M | 0.0% | +12.3% | 0.541% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 399,333 | $7.66M | 0.0% | +23.4% | 1.853% | |
| 5/14/2025 | Kestra Advisory Services LLC | 62,734 | $1.20M | 0.0% | +66.8% | 0.291% | |
| 5/13/2025 | Raymond James Financial Inc. | 1,901,369 | $36.45M | 0.0% | +3.7% | 8.823% | |
| 5/13/2025 | HighTower Advisors LLC | 13,058 | $250K | 0.0% | N/A | 0.061% | |
| 5/9/2025 | West Michigan Advisors LLC | 21,254 | $409K | 0.1% | -7.4% | 0.099% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 29,845 | $574K | 0.0% | +2.0% | 0.138% | |
| 5/8/2025 | Harbour Investments Inc. | 34,629 | $664K | 0.0% | +2.9% | 0.161% | |
| 5/7/2025 | LPL Financial LLC | 2,750,565 | $52.73M | 0.0% | +3.6% | 12.764% | |
| 5/6/2025 | USAdvisors Wealth Management LLC | 27,799 | $532K | 0.2% | +6.9% | 0.129% | |
| 5/6/2025 | Cetera Investment Advisers | 273,770 | $5.25M | 0.0% | +18.0% | 1.270% | |
| 5/6/2025 | Journey Strategic Wealth LLC | 38,054 | $729K | 0.0% | -5.8% | 0.177% | |
| 5/5/2025 | Private Advisor Group LLC | 35,793 | $686K | 0.0% | +20.1% | 0.166% | |
| 5/2/2025 | Leelyn Smith LLC | 41,375 | $793K | 0.1% | +5.2% | 0.192% | |
| 4/30/2025 | Axxcess Wealth Management LLC | 162,233 | $3.11M | 0.1% | +8.9% | 0.753% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 712,754 | $13.66M | 0.0% | -25.0% | 3.307% | |
Man Who Called Nvidia at $1.10 Says Buy This Now... (Ad) In 2004, one man called Nvidia before just about anyone knew it existed.
Now, this same guy says a new company could become the next to soar like Nvidia. Watch Alex's "Next Magnificent Seven" presentation now. |
| 4/29/2025 | Bank of New York Mellon Corp | 2,130,786 | $40.85M | 0.0% | +7.9% | 9.888% | |
| 4/29/2025 | Element Wealth LLC | 148,505 | $2.85M | 1.5% | -1.0% | 0.689% | |
| 4/28/2025 | DAVENPORT & Co LLC | 23,847 | $457K | 0.0% | -8.1% | 0.102% | |
| 4/25/2025 | Keystone Financial Services LLC | 14,409 | $276K | 0.2% | +13.9% | 0.061% | |
| 4/22/2025 | Consolidated Planning Corp | 555,676 | $10.65M | 1.5% | +30.7% | 2.370% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 153,836 | $2.95M | 0.0% | +8.6% | 0.656% | |
| 4/21/2025 | LifeGoal Wealth Advisors | 98,513 | $1.89M | 2.0% | -13.5% | 0.420% | |
| 4/21/2025 | ERn Financial LLC | 97,711 | $1.87M | 0.3% | -4.1% | 0.417% | |
| 4/16/2025 | Opal Wealth Advisors LLC | 37,819 | $725K | 0.2% | +1.7% | 0.161% | |
| 4/16/2025 | IAG Wealth Partners LLC | 1,176,456 | $22.55M | 3.5% | +60.0% | 5.017% | |
| 4/16/2025 | Wealth Enhancement Advisory Services LLC | 11,156 | $214K | 0.0% | N/A | 0.048% | |
| 4/15/2025 | Wealthcare Advisory Partners LLC | 244,343 | $4.68M | 0.1% | -44.2% | 1.042% | |
| 4/14/2025 | Patriot Financial Group Insurance Agency LLC | 57,501 | $1.10M | 0.1% | -26.7% | 0.245% | |
| 4/10/2025 | Amplius Wealth Advisors LLC | 1,686,359 | $32.33M | 3.4% | -5.0% | 7.191% | |
| 4/9/2025 | Capital Asset Advisory Services LLC | 164,851 | $3.15M | 0.2% | +10.6% | 0.703% | |
| 3/21/2025 | Prostatis Group LLC | 27,100 | $525K | 0.2% | +22.6% | 0.115% | |
| 3/14/2025 | Keystone Financial Services LLC | 12,654 | $245K | 0.2% | N/A | 0.054% | |
| 2/17/2025 | Cetera Investment Advisers | 232,019 | $4.49M | 0.0% | +2.9% | 1.531% | |
| 2/17/2025 | Citadel Advisors LLC | 40,200 | $778K | 0.0% | N/A | 0.265% | |
| 2/17/2025 | Bank of America Corp DE | 1,088,142 | $21.07M | 0.0% | +5.5% | 7.182% | |
| 2/14/2025 | Jane Street Group LLC | 178,594 | $3.46M | 0.0% | N/A | 1.179% | |
| 2/14/2025 | Concourse Financial Group Securities Inc. | 52,590 | $1.02M | 0.1% | +14.4% | 0.347% | |
| 2/13/2025 | Main Street Financial Solutions LLC | 450,428 | $8.72M | 0.9% | +2.7% | 2.973% | |
| 2/13/2025 | Mariner LLC | 125,000 | $2.42M | 0.0% | N/A | 0.825% | |
| 2/13/2025 | Raymond James Financial Inc. | 1,833,883 | $35.50M | 0.0% | N/A | 12.105% | |
| 2/13/2025 | Envestnet Asset Management Inc. | 950,312 | $18.40M | 0.0% | +10.9% | 6.273% | |
| 2/12/2025 | Arete Wealth Advisors LLC | 33,057 | $640K | 0.0% | -4.5% | 0.218% | |
| 2/11/2025 | LPL Financial LLC | 2,655,983 | $51.42M | 0.0% | +17.9% | 17.531% | |
| 2/10/2025 | Axxcess Wealth Management LLC | 149,030 | $2.89M | 0.1% | +6.0% | 0.984% | |
| 2/10/2025 | Commonwealth Equity Services LLC | 141,113 | $2.73M | 0.0% | +4.0% | 0.931% | |
| 2/10/2025 | IAG Wealth Partners LLC | 735,334 | $14.24M | 2.5% | +22.7% | 4.854% | |
| 2/10/2025 | EverSource Wealth Advisors LLC | 33,860 | $656K | 0.0% | +35.2% | 0.223% | |
| 2/6/2025 | Raymond James Financial Inc. | 1,833,883 | $35.50M | 0.0% | N/A | 12.105% | |
| 2/6/2025 | Jones Financial Companies Lllp | 189,176 | $3.66M | 0.0% | +68.3% | 1.249% | |
| 2/5/2025 | West Michigan Advisors LLC | 22,962 | $446K | 0.1% | -13.0% | 0.152% | |
| 2/5/2025 | Private Trust Co. NA | 13,945 | $270K | 0.0% | +7.8% | 0.092% | |
| 2/5/2025 | LifeGoal Wealth Advisors | 113,916 | $2.21M | 2.4% | N/A | 0.752% | |
| 2/3/2025 | Element Wealth LLC | 150,072 | $2.91M | 1.5% | -0.5% | 0.991% | |
| 2/3/2025 | Private Advisor Group LLC | 29,799 | $577K | 0.0% | +16.7% | 0.197% | |
| 1/31/2025 | Truist Financial Corp | 965,736 | $18.70M | 0.0% | +9.6% | 6.374% | |
| 1/30/2025 | Trademark Financial Management LLC | 10,072 | $195K | 0.2% | -20.3% | 0.066% | |
| 1/29/2025 | Consolidated Planning Corp | 425,308 | $8.23M | 1.1% | +119.4% | 2.807% | |
| 1/29/2025 | Stonebridge Financial Group LLC | 32,737 | $634K | 0.1% | N/A | 0.216% | |
| 1/29/2025 | Opal Wealth Advisors LLC | 37,179 | $720K | 0.2% | +92.1% | 0.245% | |
| 1/27/2025 | Financial Advocates Investment Management | 66,454 | $1.29M | 0.1% | +3.9% | 0.439% | |
| 1/24/2025 | Journey Strategic Wealth LLC | 40,403 | $782K | 0.0% | +7.6% | 0.267% | |
| 1/24/2025 | DAVENPORT & Co LLC | 25,950 | $502K | 0.0% | +8.9% | 0.171% | |
| 1/23/2025 | USAdvisors Wealth Management LLC | 25,999 | $503K | 0.2% | +19.4% | 0.172% | |
| 1/22/2025 | Patriot Financial Group Insurance Agency LLC | 78,480 | $1.52M | 0.2% | -43.3% | 0.518% | |
| 1/22/2025 | Capital Asset Advisory Services LLC | 149,041 | $2.89M | 0.1% | +5.6% | 0.984% | |
Alex’s “Next Magnificent Seven” stocks (Ad) The original “Magnificent Seven” turned $7K into $1.18 million.
Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live. Watch the “Next Magnificent Seven” presentation here |
| 1/16/2025 | Amplius Wealth Advisors LLC | 1,775,173 | $34.37M | 3.5% | +135.0% | 11.717% | |
| 1/15/2025 | Wealthcare Advisory Partners LLC | 437,511 | $8.47M | 0.2% | +5.4% | 2.888% | |
| 1/15/2025 | Yarger Wealth Strategies LLC | 482,110 | $9.33M | 5.4% | +6.3% | 3.182% | |
| 1/15/2025 | Fermata Advisors LLC | 21,881 | $424K | 0.1% | N/A | 0.144% | |
| 1/14/2025 | ERn Financial LLC | 101,844 | $1.97M | 0.3% | -75.7% | 0.672% | |
| 11/25/2024 | Sanctuary Advisors LLC | 55,935 | $1.10M | 0.0% | +85.2% | 0.369% | |
| 11/18/2024 | Arete Wealth Advisors LLC | 34,611 | $686K | 0.1% | +40.3% | 0.228% | |
| 11/15/2024 | Stifel Financial Corp | 33,172 | $657K | 0.0% | +2.0% | 0.219% | |
| 11/13/2024 | Private Trust Co. NA | 12,935 | $256K | 0.0% | +27.1% | 0.085% | |
| 11/12/2024 | Leelyn Smith LLC | 38,925 | $771K | 0.1% | -6.1% | 0.257% | |
Free HTAB Stock Alerts