Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 17, 2021

SELL
N/A
-195 Closed
0 $0
Q4 2020

Feb 16, 2021

SELL
N/A
-5 Reduced 2.5%
195 $4,000
Q2 2020

Aug 14, 2020

BUY
N/A
200 New
200 $2,000
Q2 2019

Aug 13, 2019

SELL
N/A
-593 Closed
0 $0
Q1 2019

May 15, 2019

BUY
N/A
243 Added 69.43%
593 $9,000
Q4 2018

Feb 13, 2019

BUY
N/A
350 New
350 $5,000
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.