Hartmann Taylor Wealth Management, LLC CAPITAL GROUP CORE BALANCED Transaction History

Hartmann Taylor Wealth Management, LLC

  • $120 Billion
  • Q2 2025
Number of Shares
287,133
Previous 291,584 1.53%
Holding current value
$9.6 Billion
Previous $9.03 Billion 6.29%
% of portfolio
8.0%
Previous 8.1%

Shares

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

Jul 15, 2025
SELL
N/A
-4,451 Reduced 1.53%
287,133 $9.6 Billion
Q1 2025

Apr 24, 2025
BUY
N/A
291,584 New
291,584 $9.03 Billion
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