Captrust Financial Advisors Impact Shs Fds I Tr Naacp Mino Transaction History

Captrust Financial Advisors

$43.1 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$30.73 - $36.04 $42,929 - $50,347	-1,397 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$32.53 - $36.67 $45,444 - $51,227	1,397 New	1,397 $50,000

Others Institutions Holding NACP

# of Institutions

38

Shares Held

491K

Call Options Held

0

Put Options Held

0

Clearstead Advisors, LLC Cleveland, OH

119K
Shares

$5.69 Million
0.07% of portfolio
Momentum Advisors, LLC

73.4K
Shares

$3.51 Million
2.02% of portfolio
Rossby Financial, Lcc Melbourne, FL

35.1K
Shares

$1.68 Million
0.57% of portfolio
Gts Securities LLC New York, NY

34.4K
Shares

$1.65 Million
0.07% of portfolio
Westfuller Advisors, LLC New York, NY

26.2K
Shares

$1.25 Million
0.57% of portfolio

About IMPACT SHS FDS I TR NAACP MINO

Ticker NACP
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