Captrust Financial Advisors YIELDMAX TSLA OPTION INCOME STRATEGY ETF Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Number of Shares
14,442
Previous 19,899 27.42%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
SELL
N/A
-5,457 Reduced 27.42%
14,442 $0
Q2 2025

Aug 14, 2025
BUY
N/A
9,619 Added 93.57%
19,899 $0
Q1 2025

May 14, 2025
BUY
N/A
10,280 New
10,280 $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