Captrust Financial Advisors Boswell Co. J.G. Transaction History
Captrust Financial Advisors
- $30.9 Billion
- Q2 2024
Shares
8 transactions
Others Institutions Holding BWEL
# of Institutions
5Shares Held
12.5KCall Options Held
0Put Options Held
0-
Reik & Co., LLC4.86KShares$2.72 Million0.68% of portfolio
-
American Research & Management Co.4.01KShares$2.25 Million1.01% of portfolio
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Kelly Lawrence W & Associates Inc Pasadena, CA3.35KShares$1.87 Million0.44% of portfolio
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Beach Investment Counsel Inc/Pa West Conshohocken, PA300Shares$168,0000.02% of portfolio
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Ancora Advisors, LLC Cleveland, OH13Shares$7,2800.0% of portfolio