Captrust Financial Advisors CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Number of Shares
478,753
Previous 342,810 39.66%
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
135,943 Added 39.66%
478,753 $0
Q4 2024

Feb 14, 2025
BUY
N/A
75,549 Added 28.27%
342,810 $0
Q3 2024

Nov 14, 2024
BUY
N/A
267,261 New
267,261 $0
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