Captrust Financial Advisors HEALTHCARE RLTY TR CL A COM Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Number of Shares
23,208
Previous 31,568 26.48%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
SELL
N/A
-8,360 Reduced 26.48%
23,208 $0
Q4 2024

Feb 14, 2025
BUY
N/A
6 Added 0.02%
31,568 $0
Q3 2024

Nov 14, 2024
BUY
N/A
6,747 Added 27.19%
31,562 $0
Q2 2024

Aug 14, 2024
BUY
N/A
283 Added 1.15%
24,815 $0
Q1 2024

May 15, 2024
SELL
N/A
-10,180 Reduced 29.33%
24,532 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-2,252 Reduced 6.09%
34,712 $0
Q3 2023

Nov 14, 2023
BUY
N/A
93 Added 0.25%
36,964 $0
Q2 2023

Aug 14, 2023
SELL
N/A
-3,375 Reduced 8.39%
36,871 $0
Q1 2023

May 15, 2023
SELL
N/A
-10,300 Reduced 20.38%
40,246 $0
Q4 2022

Feb 15, 2023
BUY
N/A
10,380 Added 25.84%
50,546 $0
Q3 2022

Nov 16, 2022
BUY
N/A
40,166 New
40,166 $837,000
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.

Choose your preferred platform and Sign Up 👇 Telegram Email