Number of Shares
168,000
Previous 165,824 1.31%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 19, 2025

BUY
N/A
2,176 Added 1.31%
168,000 $0
Q2 2025

Aug 14, 2025

SELL
N/A
-203,373 Reduced 55.09%
165,824 $0
Q1 2025

May 14, 2025

BUY
N/A
48,425 Added 15.1%
369,197 $0
Q4 2024

Feb 14, 2025

BUY
N/A
320,772 New
320,772 $0
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.