Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 16, 2021

SELL
N/A
-50 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
N/A
50 New
50 $2,000
Q4 2019

Feb 14, 2020

SELL
N/A
-1,000 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
N/A
100 Added 11.11%
1,000 $13,000
Q1 2019

May 15, 2019

BUY
N/A
900 New
900 $17,000
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.