CAPTRUST FINANCIAL ADVISORS
Holdings in III
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,088,547 | 188,330 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $1,297,200 | 225,600 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $1,153,267 | 240,264 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $974,285 | 249,178 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $867,067 | 259,601 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $855,835 | 259,344 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $759,205 | 258,233 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $955,403 | 236,486 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $160,912 | 34,164 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $148,140 | 33,822 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $1,459,812 | 272,353 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $142,189 | 27,935 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $128,501 | 27,935 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $1,112,183 | 233,652 | Shares | Sole | 2022-11-16 |
| 2022-06-30 | $1,579,487 | 233,652 | Shares | Sole | 2022-08-23 |
| 2022-03-31 | $1,591,170 | 233,652 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,811,670 | 237,752 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $1,783,669 | 248,422 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $2,105,859 | 359,976 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $1,597,714 | 363,117 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $1,195,110 | 364,363 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $768,805 | 364,363 | Shares | Sole | 2020-11-17 |
| 2020-06-30 | $634,986 | 306,757 | Shares | Sole | 2020-08-14 |