CAPTRUST FINANCIAL ADVISORS
CIK
0001512024
City
RALEIGH
State / Country
NC
Holdings in EOD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $58,300 | 10,000 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $57,000 | 10,000 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $66,162 | 12,275 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $49,500 | 10,000 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $49,700 | 10,000 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $50,100 | 10,000 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $48,600 | 10,000 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $53,059 | 11,054 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $47,974 | 11,054 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $44,547 | 11,054 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $48,084 | 11,054 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $53,344 | 11,934 | Shares | Sole | 2023-05-15 |
| 2022-09-30 | $49,526 | 11,934 | Shares | Sole | 2022-11-16 |