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
120,082
Previous 89,092 34.78%
Holding current value
$3.13 Billion
Previous $2.32 Billion 35.15%
% of portfolio
2.61%
Previous 2.08%

Shares

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