Fin Trust Capital Advisors, LLC Portfolio Holdings
Fin Trust Capital Advisors, LLC
- $510 Million
- Q1 2024
Fin Trust Capital Advisors, LLC has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $510 Million distributed in 1540 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $31.4M, Ishares Tr with a value of $22.3M, Ishares Tr with a value of $15.3M, Apple Inc. with a value of $14.8M, and Ishares Core S&P Sm Cap ETF with a value of $12.6M.
Examining the 13F form we can see an increase of $15.6M in the current position value, from $494M to 510M.
Below you can find more details about Fin Trust Capital Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 1,540
- Current Value $510 Million
- Prior Value $494 Million
- Filing
- Period Q1 2024
- Filing Date May 02, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 78 stocks
- Additional Purchases 288 stocks
- Sold out of 0 stocks
- Reduced holdings in 251 stocks