Hartmann Taylor Wealth Management, LLC Capital Group Core Plus Income Transaction History
Hartmann Taylor Wealth Management, LLC
- $139 Billion
- Q3 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Capital Group Core Plus Income stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 30,333 shares of CGCP stock, worth $693,715. This represents 0.49% of its overall portfolio holdings.
Number of Shares
30,333
Previous 19,400
56.36%
Holding current value
$693,715
Previous $437 Million
57.88%
% of portfolio
0.49%
Previous 0.36%
Shares
3 transactions
Others Institutions Holding CGCP
# of Institutions
271Shares Held
188MCall Options Held
0Put Options Held
0-
Capital International Investors Los Angeles, CA26.8MShares$613 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC14.7MShares$337 Million0.12% of portfolio
-
Morgan Stanley New York, NY14.4MShares$330 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$266 Million0.06% of portfolio
-
Envestnet Asset Management Inc7.6MShares$174 Million0.05% of portfolio