Captrust Financial Advisors Impact Shs Fds I Tr Naacp Mino Transaction History
Captrust Financial Advisors
- $34.2 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding NACP
# of Institutions
30Shares Held
544KCall Options Held
0Put Options Held
0-
Clearstead Advisors, LLC Cleveland, OH134KShares$5.86 Million0.09% of portfolio
-
Betterment LLC New York, NY101KShares$4.41 Million0.01% of portfolio
-
Momentum Advisors, LLC73.4KShares$3.2 Million2.02% of portfolio
-
Greenleaf Trust Kalamazoo, MI36.3KShares$1.58 Million0.01% of portfolio
-
Rossby Financial, Lcc Melbourne, FL35.7KShares$1.56 Million0.9% of portfolio