Number of Shares
8,868
Previous 6,931 27.95%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025

BUY
N/A
1,937 Added 27.95%
8,868 $0
Q2 2025

Aug 14, 2025

SELL
N/A
-1,716 Reduced 19.85%
6,931 $0
Q1 2025

May 14, 2025

SELL
N/A
-3,548 Reduced 29.09%
8,647 $0
Q4 2024

Feb 14, 2025

BUY
N/A
3,022 Added 32.94%
12,195 $0
Q3 2024

Nov 14, 2024

BUY
N/A
1,372 Added 17.59%
9,173 $0
Q2 2024

Aug 14, 2024

BUY
N/A
7,801 New
7,801 $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.