Captrust Financial Advisors CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Number of Shares
577,943
Previous 534,083 8.21%
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
43,860 Added 8.21%
577,943 $0
Q2 2025

Aug 14, 2025
BUY
N/A
55,330 Added 11.56%
534,083 $0
Q1 2025

May 14, 2025
BUY
N/A
135,943 Added 39.66%
478,753 $0
Q4 2024

Feb 14, 2025
BUY
N/A
75,549 Added 28.27%
342,810 $0
Q3 2024

Nov 14, 2024
BUY
N/A
267,261 New
267,261 $0
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