Smith Thornton Advisors LLC CAPITAL GROUP CORE BALANCED Transaction History

Smith Thornton Advisors LLC

  • $197 Billion
  • Q4 2025
Number of Shares
37,508
Previous 29,620 26.63%
Holding current value
$1.33 Billion
Previous $1.03 Billion 28.85%
% of portfolio
0.67%
Previous 0.54%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
N/A
7,888 Added 26.63%
37,508 $1.33 Billion
Q3 2025

Oct 29, 2025
BUY
N/A
9,547 Added 47.56%
29,620 $1.03 Billion
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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