Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 16, 2021

SELL
N/A
-768 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
N/A
768 New
768 $2,000
Q4 2019

Feb 14, 2020

SELL
N/A
-768 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
N/A
110 Added 16.72%
768 $2,000
Q2 2019

Aug 13, 2019

BUY
N/A
115 Added 21.18%
658 $2,000
Q4 2018

Feb 13, 2019

BUY
N/A
284 Added 109.65%
543 $1,000
Q3 2018

Nov 15, 2018

BUY
N/A
259 New
259 $1,000
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.