Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 14, 2020

SELL
N/A
-147 Closed
0 $0
Q3 2019

Nov 14, 2019

SELL
N/A
-49 Reduced 25.0%
147 $27,000
Q2 2019

Aug 13, 2019

BUY
N/A
196 New
196 $35,000
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.