Captrust Financial Advisors JPMORGAN LIMITED DURATION BOND ETF Transaction History

Captrust Financial Advisors

  • $33 Billion
  • Q3 2024
Number of Shares
56,726
Previous 67,234 15.63%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
N/A
-10,508 Reduced 15.63%
56,726 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-562,813 Reduced 89.33%
67,234 $0
Q1 2024

May 15, 2024
BUY
N/A
138,750 Added 28.24%
630,047 $0
Q4 2023

Feb 14, 2024
BUY
N/A
491,297 New
491,297 $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