Captrust Financial Advisors JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Number of Shares
51,635
Previous 34,455 49.86%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 14, 2025
BUY
N/A
17,180 Added 49.86%
51,635 $0
Q4 2024

Feb 14, 2025
BUY
N/A
11,120 Added 47.65%
34,455 $0
Q3 2024

Nov 14, 2024
BUY
N/A
10,335 Added 79.5%
23,335 $0
Q2 2024

Aug 14, 2024
BUY
N/A
4,225 Added 48.15%
13,000 $0
Q1 2024

May 15, 2024
BUY
N/A
8,775 New
8,775 $0
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