Hartmann Taylor Wealth Management, LLC CAPITAL GROUP CONSERVATIVE E Transaction History

Hartmann Taylor Wealth Management, LLC

  • $139 Billion
  • Q3 2025
Number of Shares
57,161
Previous 30,200 89.27%
Holding current value
$1.72 Billion
Previous $864 Million 99.27%
% of portfolio
1.24%
Previous 0.72%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
N/A
26,961 Added 89.27%
57,161 $1.72 Billion
Q2 2025

Jul 15, 2025
BUY
N/A
30,200 New
30,200 $864 Million
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