Ashton Thomas Securities, LLC CAPITAL GROUP CORE BALANCED Transaction History

Ashton Thomas Securities, LLC

  • $413 Billion
  • Q2 2025
Number of Shares
29,780
Previous 18,111 64.43%
Holding current value
$996 Million
Previous $561 Million 77.48%
% of portfolio
0.24%
Previous 0.16%

Shares

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

Jul 21, 2025
BUY
N/A
11,669 Added 64.43%
29,780 $996 Million
Q1 2025

May 15, 2025
BUY
N/A
2,900 Added 19.07%
18,111 $561 Million
Q4 2024

Feb 11, 2025
BUY
N/A
10,672 Added 235.12%
15,211 $476 Million
Q3 2024

Nov 04, 2024
BUY
N/A
4,539 New
4,539 $141 Million
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