Shares

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

Feb 16, 2021

SELL
N/A
-85,717 Closed
0 $0
Q3 2020

Nov 17, 2020

SELL
N/A
-95,302 Reduced 52.65%
85,717 $2.16 Million
Q2 2020

Aug 14, 2020

BUY
N/A
5,980 Added 3.42%
181,019 $4.59 Million
Q1 2020

May 15, 2020

BUY
N/A
43,426 Added 33.0%
175,039 $4.4 Million
Q4 2019

Feb 14, 2020

BUY
N/A
48,761 Added 58.85%
131,613 $3.33 Million
Q3 2019

Nov 14, 2019

BUY
N/A
65,694 Added 382.88%
82,852 $2.1 Million
Q2 2019

Aug 13, 2019

BUY
N/A
16,508 Added 2539.69%
17,158 $435,000
Q3 2017

Nov 13, 2017

BUY
N/A
650
650 $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.