A detailed history of Captrust Financial Advisors transactions in Direxion Shs ETF Tr Daily S&P stock. As of the latest transaction made, Captrust Financial Advisors holds 20,251 shares of SPDN stock, worth $225,393. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,251
Previous 20,401 0.74%
Holding current value
$225,393
Previous $248,000 4.03%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$11.71 - $12.92 $1,756 - $1,938
-150 Reduced 0.74%
20,251 $238,000
Q1 2024

May 15, 2024

BUY
$12.17 - $13.55 $1,217 - $1,355
100 Added 0.49%
20,401 $248,000
Q4 2023

Feb 14, 2024

SELL
$13.24 - $15.52 $15,159 - $17,770
-1,145 Reduced 5.34%
20,301 $269,000
Q3 2023

Nov 14, 2023

SELL
$13.92 - $14.88 $581,925 - $622,058
-41,805 Reduced 66.09%
21,446 $318,000
Q2 2023

Aug 14, 2023

SELL
$14.27 - $15.76 $2,140 - $2,364
-150 Reduced 0.24%
63,251 $902,000
Q1 2023

May 15, 2023

SELL
$15.22 - $16.65 $867,996 - $949,549
-57,030 Reduced 47.35%
63,401 $982,000
Q4 2022

Feb 15, 2023

BUY
$15.63 - $17.88 $722,574 - $826,592
46,230 Added 62.3%
120,431 $1.99 Million
Q3 2022

Nov 16, 2022

BUY
$14.96 - $17.88 $809,336 - $967,308
54,100 Added 269.14%
74,201 $1.33 Million
Q2 2022

Aug 16, 2022

BUY
$14.38 - $17.62 $194,144 - $237,887
13,501 Added 204.56%
20,101 $343,000
Q1 2022

May 16, 2022

BUY
$13.96 - $15.88 $92,136 - $104,808
6,600 New
6,600 $96,000

Others Institutions Holding SPDN

About DIREXION SHS ETF TR DAILY S&P


  • Ticker SPDN
  • Sector ETFs
  • Industry ETFs
More about SPDN
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.