CAPTRUST FINANCIAL ADVISORS
Holdings in LOB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,195,237 | 93,020 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $2,276,409 | 64,634 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $1,786,808 | 59,960 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $1,532,043 | 57,466 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $2,308,612 | 58,372 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $3,073,318 | 64,879 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $2,334,645 | 66,590 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $2,762,365 | 66,547 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $5,838,696 | 128,323 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $2,954,463 | 102,054 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $2,724,716 | 103,562 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $2,589,068 | 106,240 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $3,113,982 | 103,112 | Shares | Sole | 2023-02-15 |
| 2022-06-30 | $123,969 | 3,658 | Shares | Sole | 2022-08-23 |
| 2022-03-31 | $186,766 | 3,670 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $328,384 | 3,762 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $260,564 | 4,095 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $226,796 | 3,844 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $263,275 | 3,844 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $182,056 | 3,836 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $171,636 | 6,776 | Shares | Sole | 2020-11-17 |
| 2020-06-30 | $56,327 | 3,882 | Shares | Sole | 2020-08-14 |