Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2019

Aug 13, 2019

SELL
N/A
-85,802 Closed
0 $0
Q1 2019

May 15, 2019

SELL
N/A
-42,662 Reduced 33.21%
85,802 $4.57 Million
Q4 2018

Feb 13, 2019

SELL
N/A
-2,057 Reduced 1.58%
128,464 $6.87 Million
Q3 2018

Nov 15, 2018

BUY
N/A
52,660 Added 67.63%
130,521 $8.39 Million
Q2 2018

Aug 13, 2018

BUY
N/A
13,121 Added 20.27%
77,861 $5.13 Million
Q1 2018

May 15, 2018

SELL
N/A
-2,275 Reduced 3.39%
64,740 $4.02 Million
Q4 2017

Feb 14, 2018

BUY
N/A
66,779 Added 28296.19%
67,015 $4.77 Million
Q3 2017

Feb 16, 2018

BUY
N/A
236
236 $17,000
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.