Captrust Financial Advisors Investment Managers Series Tru Transaction History

Captrust Financial Advisors

  • $30 Billion
  • Q1 2024

A detailed history of Captrust Financial Advisors transactions in Investment Managers Series Tru stock. As of the latest transaction made, Captrust Financial Advisors holds 19,097 shares of KLDW stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,097
Previous 21,037 9.22%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
N/A
-1,940 Reduced 9.22%
19,097 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-1,553 Reduced 6.87%
21,037 $0
Q3 2023

Nov 14, 2023
SELL
N/A
-1,954 Reduced 7.96%
22,590 $0
Q2 2023

Aug 14, 2023
SELL
N/A
-48,710 Reduced 66.49%
24,544 $0
Q1 2023

May 15, 2023
SELL
N/A
-59,375 Reduced 44.77%
73,254 $0
Q4 2022

Feb 15, 2023
BUY
N/A
132,629 New
132,629 $0
Q3 2021

Nov 16, 2021
SELL
N/A
-20 Reduced 3.33%
580 $27,000
Q2 2021

Aug 16, 2021
BUY
N/A
600 New
600 $28,000

Others Institutions Holding KLDW

# of Institutions
17
Shares Held
2.68M
Call Options Held
0
Put Options Held
0
View Full List

About INVESTMENT MANAGERS SERIES TRU

KLDW Quotes by TradingView
  • Ticker KLDW
More about KLDW
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