Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 16, 2021

SELL
N/A
-4,021 Closed
0 $0
Q1 2021

May 17, 2021

SELL
N/A
-2,010 Reduced 33.33%
4,021 $1,000
Q3 2020

Nov 17, 2020

SELL
N/A
-469 Reduced 7.22%
6,031 $2,000
Q2 2020

Aug 14, 2020

BUY
N/A
6,500 New
6,500 $2,000
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.