Number of Shares
54,109
Previous 51,271 5.54%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
N/A
2,838 Added 5.54%
54,109 $0
Q2 2024

Aug 14, 2024

SELL
N/A
-5,614 Reduced 9.87%
51,271 $0
Q1 2024

May 15, 2024

SELL
N/A
-3,117 Reduced 5.19%
56,885 $0
Q4 2023

Feb 14, 2024

BUY
N/A
5,911 Added 10.93%
60,002 $0
Q3 2023

Nov 14, 2023

BUY
N/A
4,857 Added 9.87%
54,091 $0
Q2 2023

Aug 14, 2023

BUY
N/A
1,244 Added 2.59%
49,234 $0
Q1 2023

May 15, 2023

BUY
N/A
47,990 New
47,990 $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.