CAPTRUST FINANCIAL ADVISORS
CIK
0001512024
City
RALEIGH
State / Country
NC
Holdings in CII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $385,464 | 16,494 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $323,265 | 14,055 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $310,514 | 14,544 | Shares | Sole | 2025-08-15 |
| 2024-12-31 | $200,819 | 9,991 | Shares | Sole | 2025-02-14 |
| 2023-12-31 | $242,877 | 12,783 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $254,218 | 13,631 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $265,525 | 14,345 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $263,553 | 14,699 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $248,599 | 14,521 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $219,081 | 13,318 | Shares | Sole | 2022-11-16 |