Captrust Financial Advisors FT VEST U.S. EQUITY MAX BUFFER ETF - MARCH Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Number of Shares
64,877
Previous 68,281 4.99%
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
SELL
N/A
-3,404 Reduced 4.99%
64,877 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-7,500 Reduced 9.9%
68,281 $0
Q2 2024

Aug 14, 2024
BUY
N/A
75,781 New
75,781 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email