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

Hartmann Taylor Wealth Management, LLC

  • $139 Billion
  • Q3 2025
Number of Shares
144,097
Previous 120,082 20.0%
Holding current value
$3.8 Billion
Previous $3.13 Billion 21.29%
% of portfolio
2.73%
Previous 2.61%

Shares

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

Oct 20, 2025
BUY
N/A
24,015 Added 20.0%
144,097 $3.8 Billion
Q2 2025

Jul 15, 2025
BUY
N/A
30,990 Added 34.78%
120,082 $3.13 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
89,092 New
89,092 $2.32 Billion
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