Captrust Financial Advisors CAPITAL GROUP U.S. SMALL AND MID CAP ETF Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Number of Shares
997,496
Previous 923,440 8.02%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 19, 2025
BUY
N/A
74,056 Added 8.02%
997,496 $0
Q2 2025

Aug 14, 2025
BUY
N/A
891,748 Added 2813.8%
923,440 $0
Q1 2025

May 14, 2025
BUY
N/A
31,692 New
31,692 $0
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