Smith Thornton Advisors LLC CAPITAL GROUP CORE BALANCED Transaction History

Smith Thornton Advisors LLC

  • $174 Billion
  • Q2 2025
Number of Shares
20,073
Previous 13,342 50.45%
Holding current value
$671 Million
Previous $413 Million 62.4%
% of portfolio
0.39%
Previous 0.26%

Shares

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

Jul 30, 2025
BUY
N/A
6,731 Added 50.45%
20,073 $671 Million
Q1 2025

May 01, 2025
BUY
N/A
1,699 Added 14.59%
13,342 $413 Million
Q4 2024

Jan 14, 2025
BUY
N/A
202 Added 1.77%
11,643 $364 Million
Q3 2024

Oct 31, 2024
BUY
N/A
11,441 New
11,441 $355 Million
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