Hartmann Taylor Wealth Management, LLC CGMU Holdings History
Number of Shares
209,814.00
Current Holdings Value*
$5.63 Mil
% of Portfolio
5.04%
Total Estimate Gain
$-65,461.97
% of Total Estimate Gain
-1.15%
Hartmann Taylor Wealth Management, LLC's Capital Group Municipal Income ETF Holding Summary
As of 2025-03-31, Hartmann Taylor Wealth Management, LLC held 209,814.00 shares of Capital Group Municipal Income ETF(CGMU), totaling $5.63 Mil. This investment constitutes 5.04% of their stock portfolio, and Hartmann Taylor Wealth Management, LLC now holds 0.21% of the outstanding Capital Group Municipal Income ETF(CGMU) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and CGMU's current price of $26.72, Hartmann Taylor Wealth Management, LLC's estimated gain on his CGMU holdings is $-65,461.97, reflecting a -1.15% gain to date.
Hartmann Taylor Wealth Management, LLC CGMU ($26.72) Holding Chart
Hartmann Taylor Wealth Management, LLC CGMU ($26.72) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers