Captrust Financial Advisors JPMORGAN LIMITED DURATION BOND ETF Transaction History

Captrust Financial Advisors

  • $43.1 Billion
  • Q2 2025
Number of Shares
32,146
Previous 37,377 14.0%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-5,231 Reduced 14.0%
32,146 $0
Q1 2025

May 14, 2025
SELL
N/A
-11,690 Reduced 23.82%
37,377 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-7,659 Reduced 13.5%
49,067 $0
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
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