Number of Shares
13,243
Previous 12,792 3.53%
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

BUY
N/A
451 Added 3.53%
13,243 $0
Q2 2024

Aug 14, 2024

BUY
N/A
625 Added 5.14%
12,792 $0
Q1 2024

May 15, 2024

BUY
N/A
1,717 Added 16.43%
12,167 $0
Q4 2023

Feb 14, 2024

BUY
N/A
10,450 New
10,450 $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.