Hartmann Taylor Wealth Management, LLC Capital Grp Core Plus Income E Transaction History
Hartmann Taylor Wealth Management, LLC
- $139 Billion
- Q3 2025
A detailed history of Hartmann Taylor Wealth Management, LLC transactions in Capital Grp Core Plus Income E stock. As of the latest transaction made, Hartmann Taylor Wealth Management, LLC holds 107,371 shares of CGMS stock, worth $0. This represents 2.14% of its overall portfolio holdings.
Number of Shares
107,371
Previous 89,293
20.25%
Holding current value
$0
Previous $2.47 Billion
20.81%
% of portfolio
2.14%
Previous 2.05%
Shares
3 transactions
Others Institutions Holding CGMS
# of Institutions
260Shares Held
76.3MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.94MShares$00.0% of portfolio
-
Morgan Stanley New York, NY5.6MShares$00.0% of portfolio
-
Envestnet Asset Management Inc4.24MShares$00.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.98MShares$00.0% of portfolio
-
Wells Fargo & Company San Francisco, CA2.78MShares$00.0% of portfolio