Shares

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

Aug 16, 2021

SELL
N/A
-38 Closed
0 $0
Q1 2021

May 17, 2021

BUY
N/A
12 Added 46.15%
38 $0
Q2 2020

Aug 14, 2020

BUY
N/A
26 New
26 $0
Q4 2019

Feb 14, 2020

SELL
N/A
-2,015 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
N/A
2,015 New
2,015 $10,000
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.