CAPTRUST FINANCIAL ADVISORS
Holdings in CFFN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $571,011 | 83,849 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $490,150 | 77,189 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $390,241 | 63,974 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $317,811 | 56,752 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $329,157 | 55,695 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $314,758 | 53,897 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $258,183 | 47,028 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $261,632 | 43,898 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $412,064 | 63,886 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $236,258 | 49,530 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $312,103 | 50,584 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $325,597 | 48,380 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $427,578 | 49,431 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $362,876 | 43,720 | Shares | Sole | 2022-11-16 |
| 2022-06-30 | $71,879 | 7,830 | Shares | Sole | 2022-08-23 |
| 2022-03-31 | $87,573 | 8,049 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $52,151 | 4,603 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $54,359 | 4,731 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $29,190 | 2,478 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $33,178 | 2,504 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $3,250 | 260 | Shares | Sole | 2021-02-16 |