Smith Thornton Advisors LLC CAPITAL GROUP CORE BALANCED Transaction History

Smith Thornton Advisors LLC

  • $158 Billion
  • Q4 2024
Number of Shares
11,643
Previous 11,441 1.77%
Holding current value
$364 Million
Previous $355 Million 2.49%
% of portfolio
0.23%
Previous 0.23%

Shares

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