Captrust Financial Advisors CAPITAL GROUP CONSERVATIVE EQUITY ETF Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Number of Shares
66,479
Previous 49,826 33.42%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 19, 2025
BUY
N/A
16,653 Added 33.42%
66,479 $0
Q2 2025

Aug 14, 2025
BUY
N/A
20,560 Added 70.25%
49,826 $0
Q1 2025

May 14, 2025
BUY
N/A
8,640 Added 41.89%
29,266 $0
Q4 2024

Feb 14, 2025
BUY
N/A
12,126 Added 142.66%
20,626 $0
Q3 2024

Nov 14, 2024
BUY
N/A
8,500 New
8,500 $0
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