Captrust Financial Advisors FORTREA HLDGS INC COMMON STOCK Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Number of Shares
11,616
Previous 12,239 5.09%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
SELL
N/A
-623 Reduced 5.09%
11,616 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-896 Reduced 6.82%
12,239 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-11,026 Reduced 45.64%
13,135 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-4,743 Reduced 16.41%
24,161 $0
Q1 2024

May 15, 2024
SELL
N/A
-4,878 Reduced 14.44%
28,904 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-5,245 Reduced 13.44%
33,782 $0
Q3 2023

Nov 14, 2023
BUY
N/A
39,027 New
39,027 $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