CAPTRUST FINANCIAL ADVISORS
Holdings in IEP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $313,362 | 41,505 | Shares | Sole | 2026-02-17 |
| 2022-06-30 | $131,511 | 2,733 | Shares | Sole | 2022-08-23 |
| 2021-12-31 | $135,529 | 2,733 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $136,513 | 2,733 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $150,287 | 2,733 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $146,816 | 2,733 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $138,481 | 2,733 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $154,519 | 3,133 | Shares | Sole | 2020-11-17 |
| 2020-06-30 | $284,393 | 5,865 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $283,983 | 5,865 | Shares | Sole | 2020-05-15 |