Captrust Financial Advisors Global X Fds Global X Autonomo Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$22.32 - $24.98 $15,333 - $17,161	687 Added 7.79%	9,507 $223,000
Q1 2024 May 15, 2024	BUY	$22.49 - $24.7 $15,630 - $17,166	695 Added 8.55%	8,820 $217,000
Q4 2023 Feb 14, 2024	SELL	$20.79 - $25.09 $71,351 - $86,108	-3,432 Reduced 29.7%	8,125 $200,000
Q3 2023 Nov 14, 2023	BUY	$23.02 - $27.76 $12,661 - $15,268	550 Added 5.0%	11,557 $271,000
Q2 2023 Aug 14, 2023	BUY	$21.82 - $26.45 $240,172 - $291,135	11,007 New	11,007 $286,000
Q2 2022 Aug 23, 2022	SELL	$21.47 - $28.3 $2,769 - $3,650	-129 Reduced 6.69%	1,799 $39,000
Q2 2022 Aug 16, 2022	SELL	$21.47 - $28.3 $64,903 - $85,550	-3,023 Reduced 61.06%	1,928 $41,000
Q1 2022 May 16, 2022	SELL	$23.97 - $31.55 $37,129 - $48,870	-1,549 Reduced 23.83%	4,951 $136,000
Q4 2021 Feb 14, 2022	BUY	$26.95 - $32.11 $27,327 - $32,559	1,014 Added 18.48%	6,500 $199,000
Q3 2021 Nov 16, 2021	SELL	$26.72 - $29.15 $31,502 - $34,367	-1,179 Reduced 17.69%	5,486 $150,000
Q2 2021 Aug 16, 2021	BUY	$25.55 - $28.58 $18,396 - $20,577	720 Added 12.11%	6,665 $189,000
Q1 2021 May 17, 2021	BUY	$24.01 - $28.34 $121,130 - $142,975	5,045 Added 560.56%	5,945 $158,000
Q4 2020 Feb 16, 2021	BUY	$17.01 - $23.97 $6,804 - $9,588	400 Added 80.0%	900 $22,000
Q2 2020 Aug 14, 2020	BUY	$10.47 - $15.11 $5,235 - $7,555	500 New	500 $7,000

Others Institutions Holding DRIV

# of Institutions

157

Shares Held

4.23M

Call Options Held

3.1K

Put Options Held

2.9K

Bank Of America Corp Charlotte, NC

834K
Shares

$19.4 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

479K
Shares

$11.1 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$7.98 Million
0.0% of portfolio
Cx Institutional

213K
Shares

$4.94 Million
0.22% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$3.9 Million
0.15% of portfolio

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