Captrust Financial Advisors BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Number of Shares
10,730
Previous 9,502 12.92%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 19, 2025
BUY
N/A
1,228 Added 12.92%
10,730 $0
Q2 2025

Aug 14, 2025
BUY
N/A
1,099 Added 13.08%
9,502 $0
Q1 2025

May 14, 2025
BUY
N/A
342 Added 4.24%
8,403 $0
Q4 2024

Feb 14, 2025
SELL
N/A
-430 Reduced 5.06%
8,061 $0
Q3 2024

Nov 14, 2024
BUY
N/A
163 Added 1.96%
8,491 $0
Q2 2024

Aug 14, 2024
BUY
N/A
838 Added 11.19%
8,328 $0
Q1 2024

May 15, 2024
SELL
N/A
-214 Reduced 2.78%
7,490 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-17,561 Reduced 69.51%
7,704 $0
Q3 2023

Nov 14, 2023
BUY
N/A
17,512 Added 225.87%
25,265 $0
Q2 2023

Aug 14, 2023
SELL
N/A
-626 Reduced 7.47%
7,753 $0
Q1 2023

May 15, 2023
BUY
N/A
1,077 Added 14.75%
8,379 $0
Q4 2022

Feb 15, 2023
BUY
N/A
7,302 New
7,302 $0
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