Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 16, 2021

SELL
N/A
-418 Closed
0 $0
Q4 2020

Feb 16, 2021

BUY
N/A
43 Added 11.47%
418 $11,000
Q3 2020

Nov 17, 2020

BUY
N/A
375 New
375 $9,000
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.