Hartmann Taylor Wealth Management, LLC CAPITAL GRP FIXED INCM ETF T Transaction History

Hartmann Taylor Wealth Management, LLC

  • $120 Billion
  • Q2 2025
Number of Shares
12,546
Previous 7,913 58.55%
Holding current value
$330 Million
Previous $208 Million 58.67%
% of portfolio
0.27%
Previous 0.19%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
N/A
4,633 Added 58.55%
12,546 $330 Million
Q1 2025

Apr 24, 2025
BUY
N/A
7,913 New
7,913 $208 Million
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