Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 16, 2022

SELL
N/A
-226 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
N/A
226 New
226 $28,000
Q3 2020

Nov 17, 2020

SELL
N/A
-1,000 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
N/A
1,000 New
1,000 $1,000
Q4 2018

Feb 13, 2019

SELL
N/A
-806 Closed
0 $0
Q2 2018

Aug 13, 2018

BUY
N/A
806 New
806 $10,000
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.