Captrust Financial Advisors T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF Transaction History

Captrust Financial Advisors

  • $46.7 Billion
  • Q3 2025
Number of Shares
247,691
Previous 215,602 14.88%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 19, 2025
BUY
N/A
32,089 Added 14.88%
247,691 $0
Q2 2025

Aug 14, 2025
BUY
N/A
161,868 Added 301.24%
215,602 $0
Q1 2025

May 14, 2025
SELL
N/A
-6,914 Reduced 11.4%
53,734 $0
Q4 2024

Feb 14, 2025
BUY
N/A
590 Added 0.98%
60,648 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-5,950 Reduced 9.01%
60,058 $0
Q1 2024

May 15, 2024
SELL
N/A
-13,547 Reduced 17.03%
66,008 $0
Q4 2023

Feb 14, 2024
BUY
N/A
68,038 Added 590.76%
79,555 $0
Q3 2023

Nov 14, 2023
SELL
N/A
-12 Reduced 0.1%
11,517 $0
Q2 2023

Aug 14, 2023
BUY
N/A
11,529 New
11,529 $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.

Choose your preferred platform and Sign Up 👇 Telegram Email