CAPTRUST FINANCIAL ADVISORS
Holdings in LZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,404,528 | 141,443 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $548,977 | 52,888 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $497,962 | 55,888 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $172,148 | 19,994 | Shares | Sole | 2025-05-15 |
| 2024-06-30 | $85,192 | 10,154 | Shares | Sole | 2024-08-15 |
| 2022-06-30 | $9,143 | 832 | Shares | Sole | 2022-08-23 |
| 2022-03-31 | $23,939 | 1,693 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $1,092 | 68 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $135,352 | 5,127 | Shares | Sole | 2021-11-16 |