Captrust Financial Advisors Fidelity Covington Tr Value Fa Transaction History

Captrust Financial Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 15, 2023	BUY	$40.66 - $46.74 $192,199 - $220,939	4,727 New	4,727 $207,000
Q2 2022 Aug 16, 2022	BUY	$42.13 - $51.24 $11,796 - $14,347	280 Added 9.43%	3,249 $140,000
Q1 2022 May 16, 2022	BUY	$47.49 - $52.96 $332 - $370	7 Added 0.24%	2,969 $151,000
Q4 2021 Feb 14, 2022	BUY	$47.86 - $52.38 $36,995 - $40,489	773 Added 35.31%	2,962 $154,000
Q3 2021 Nov 16, 2021	BUY	$47.36 - $50.42 $50,201 - $53,445	1,060 Added 93.89%	2,189 $104,000
Q2 2021 Aug 16, 2021	BUY	$45.24 - $48.4 $51,075 - $54,643	1,129 New	1,129 $54,000

113

7.63M

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

Stay updated on Captrust Financial Advisors with notifications on news.