Number of Shares
109,458
Previous 86,643 26.33%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

BUY
N/A
22,815 Added 26.33%
109,458 $0
Q4 2024

Feb 14, 2025

BUY
N/A
19,193 Added 28.46%
86,643 $0
Q2 2024

Aug 14, 2024

BUY
N/A
67,450 New
67,450 $0
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Captrust Financial Advisors with notifications on news.