Captrust Financial Advisors ALERIAN MLP ETF Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	N/A	-161,941 Closed	0 $0
Q1 2020 May 15, 2020	BUY	N/A	16,395 Added 11.26%	161,941 $549,000
Q4 2019 Feb 14, 2020	BUY	N/A	58,549 Added 67.3%	145,546 $1.25 Million
Q3 2019 Nov 14, 2019	BUY	N/A	2,227 Added 2.63%	86,997 $795,000
Q2 2019 Aug 13, 2019	BUY	N/A	2,750 Added 3.35%	84,770 $835,000
Q1 2019 May 15, 2019	BUY	N/A	10,720 Added 15.04%	82,020 $823,000
Q4 2018 Feb 13, 2019	BUY	N/A	860 Added 1.22%	71,300 $622,000
Q3 2018 Nov 15, 2018	SELL	N/A	-382 Reduced 0.54%	70,440 $752,000
Q2 2018 Aug 13, 2018	BUY	N/A	6,032 Added 9.31%	70,822 $715,000
Q1 2018 May 15, 2018	SELL	N/A	-1,350 Reduced 2.04%	64,790 $603,000
Q4 2017 Feb 14, 2018	SELL	N/A	-2,000 Reduced 2.94%	66,140 $714,000
Q3 2017 Feb 16, 2018	SELL	N/A	-5,400 Reduced 7.34%	68,140 $739,000
Q3 2017 Nov 13, 2017	BUY	N/A	43,250 Added 142.79%	73,540 $825,000
Q2 2017 Nov 13, 2017	BUY	N/A	30,290	30,290 $362,000

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