Number of Shares
10,145
Previous 20,599 50.75%
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

SELL
N/A
-10,454 Reduced 50.75%
10,145 $0
Q2 2025

Aug 14, 2025

BUY
N/A
2,787 Added 15.65%
20,599 $0
Q1 2025

May 14, 2025

SELL
N/A
-6,693 Reduced 27.31%
17,812 $0
Q4 2024

Feb 14, 2025

BUY
N/A
11,034 Added 81.91%
24,505 $0
Q3 2024

Nov 14, 2024

BUY
N/A
13,471 New
13,471 $0
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.