Captrust Financial Advisors Impact Shs Fds I Tr Naacp Mino Transaction History

Captrust Financial Advisors

$30.9 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$30.73 - $36.04 $42,929 - $50,347	-1,397 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$32.53 - $36.67 $45,444 - $51,227	1,397 New	1,397 $50,000

Others Institutions Holding NACP

# of Institutions

28

Shares Held

561K

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

150K
Shares

$6.17 Million
0.01% of portfolio
Betterment LLC New York, NY

99.9K
Shares

$4.1 Million
0.01% of portfolio
Momentum Advisors, LLC

73.4K
Shares

$3.01 Million
2.02% of portfolio
Clearstead Advisors, LLC Cleveland, OH

49.7K
Shares

$2.04 Million
0.03% of portfolio
Wealthfront Advisers LLC

23.6K
Shares

$968,225
0.0% of portfolio

About IMPACT SHS FDS I TR NAACP MINO

Ticker NACP
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