Captrust Financial Advisors Advisorshares Tr Advisorshares Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025

A detailed history of Captrust Financial Advisors transactions in Advisorshares Tr Advisorshares stock. As of the latest transaction made, Captrust Financial Advisors holds 3,827 shares of CWS stock, worth $257,595. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,827
Previous 3,834 0.18%
Holding current value
$257,595
Previous $268,000 2.61%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
SELL
$67.59 - $70.83 $473 - $495
-7 Reduced 0.18%
3,827 $261,000
Q2 2025

Aug 14, 2025
BUY
$59.37 - $70.0 $3,443 - $4,060
58 Added 1.54%
3,834 $268,000
Q4 2024

Feb 14, 2025
BUY
$64.77 - $71.56 $3,562 - $3,935
55 Added 1.48%
3,776 $244,000
Q3 2024

Nov 14, 2024
BUY
$61.66 - $68.72 $2,096 - $2,336
34 Added 0.92%
3,721 $255,000
Q2 2024

Aug 14, 2024
BUY
$59.74 - $64.0 $220,261 - $235,968
3,687 New
3,687 $229,000
Q4 2021

Feb 14, 2022
BUY
$46.28 - $53.35 $138 - $160
3 New
3 $0

Others Institutions Holding CWS

# of Institutions
56
Shares Held
1M
Call Options Held
0
Put Options Held
0
View Full List

About ADVISORSHARES TR ADVISORSHARES

CWS Quotes by TradingView
  • Ticker CWS
  • Sector ETFs
  • Industry ETFs
More about CWS
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.

Choose your preferred platform and Sign Up 👇 Telegram Email