Captrust Financial Advisors WELLS FARGO CO NEW PERP PFD CNV A Transaction History

Captrust Financial Advisors

  • $38.8 Billion
  • Q1 2025
Number of Shares
302
Previous 262 15.27%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
N/A
40 Added 15.27%
302 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-10 Reduced 3.68%
262 $0
Q3 2024

Nov 14, 2024
BUY
N/A
3 Added 1.12%
272 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-11 Reduced 3.93%
269 $0
Q1 2024

May 15, 2024
SELL
N/A
-636 Reduced 69.43%
280 $0
Q3 2023

Nov 14, 2023
SELL
N/A
-5 Reduced 0.54%
916 $0
Q2 2023

Aug 14, 2023
SELL
N/A
-35 Reduced 3.66%
921 $0
Q1 2023

May 15, 2023
BUY
N/A
44 Added 4.82%
956 $0
Q4 2022

Feb 15, 2023
SELL
N/A
-10 Reduced 1.08%
912 $0
Q3 2022

Nov 16, 2022
BUY
N/A
922 New
922 $1.1 Million
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