Captrust Financial Advisors JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF Transaction History

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024
Number of Shares
23,335
Previous 13,000 79.5%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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