Number of Shares
33,992
Previous 57,132 40.5%
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

SELL
N/A
-23,140 Reduced 40.5%
33,992 $0
Q2 2025

Aug 14, 2025

BUY
N/A
57,132 New
57,132 $0
Q2 2022

Aug 16, 2022

BUY
N/A
250 New
250 $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.