Thoroughbred Financial Services, LLC CAPITAL GROUP CORE BALANCED Transaction History

Thoroughbred Financial Services, LLC

  • $1.6 Billion
  • Q1 2025
Number of Shares
88,250
Previous 53,019 66.45%
Holding current value
$2.73 Million
Previous $1.66 Million 64.94%
% of portfolio
0.17%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
N/A
35,231 Added 66.45%
88,250 $2.73 Million
Q4 2024

Feb 12, 2025
BUY
N/A
53,019 New
53,019 $1.66 Million
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