Captrust Financial Advisors TCW FLEXIBLE INCOME ETF Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Number of Shares
4,066,419
Previous 3,753,977 8.32%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
312,442 Added 8.32%
4,066,419 $0
Q4 2024

Feb 14, 2025
BUY
N/A
225,867 Added 6.4%
3,753,977 $0
Q3 2024

Nov 14, 2024
BUY
N/A
215,577 Added 6.51%
3,528,110 $0
Q2 2024

Aug 14, 2024
BUY
N/A
3,312,533 New
3,312,533 $0
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