Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 14, 2022

SELL
N/A
-58 Closed
0 $0
Q3 2021

Nov 16, 2021

BUY
N/A
17 Added 41.46%
58 $4,000
Q2 2021

Aug 16, 2021

SELL
N/A
-69 Reduced 62.73%
41 $3,000
Q1 2021

May 17, 2021

BUY
N/A
87 Added 378.26%
110 $11,000
Q4 2020

Feb 16, 2021

BUY
N/A
4 Added 21.05%
23 $2,000
Q2 2020

Aug 14, 2020

BUY
N/A
19 New
19 $1,000
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.