Number of Shares
17,512
Previous 20,512 14.63%
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
-3,000 Reduced 14.63%
17,512 $0
Q2 2025

Aug 14, 2025

SELL
N/A
-954 Reduced 4.44%
20,512 $0
Q1 2025

May 14, 2025

SELL
N/A
-1,179 Reduced 5.21%
21,466 $0
Q4 2024

Feb 14, 2025

SELL
N/A
-6,194 Reduced 21.48%
22,645 $0
Q3 2024

Nov 14, 2024

BUY
N/A
28,839 New
28,839 $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.