Smith Thornton Advisors LLC CAPITAL GROUP CORE BALANCED Transaction History

Smith Thornton Advisors LLC

  • $161 Billion
  • Q1 2025
Number of Shares
13,342
Previous 11,643 14.59%
Holding current value
$413 Million
Previous $364 Million 13.53%
% of portfolio
0.26%
Previous 0.23%

Shares

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