Shares

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

Feb 14, 2022

SELL
N/A
-10,439,596 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
N/A
10,439,596 New
10,439,596 $84,000
Q3 2020

Nov 17, 2020

SELL
N/A
-10,439,596 Closed
0 $0
Q1 2020

May 15, 2020

BUY
N/A
10,439,596 New
10,439,596 $177,000
Q4 2019

Feb 14, 2020

SELL
N/A
-10,891,302 Closed
0 $0
Q2 2019

Aug 13, 2019

BUY
N/A
10,891,302 New
10,891,302 $1.27 Million
Q1 2019

May 15, 2019

SELL
N/A
-10,439,596 Closed
0 $0
Q3 2018

Nov 15, 2018

BUY
N/A
10,439,596 New
10,439,596 $2.14 Million
Q2 2018

Aug 13, 2018

SELL
N/A
-10,439,596 Closed
0 $0
Q1 2018

May 15, 2018

BUY
N/A
10,439,596 New
10,439,596 $2.83 Million
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.