CAPTRUST FINANCIAL ADVISORS

CIK
0001512024
City
RALEIGH
State / Country
NC

Holdings in MTD

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $42,634,327 30,580
2025-09-30 $26,346,965 21,462
2025-06-30 $25,073,223 21,344
2025-03-31 $10,298,716 8,721
2024-12-31 $802,734 656
2024-09-30 $881,823 588
2024-06-30 $813,397 582
2024-03-31 $786,792 591
2023-12-31 $1,007,969 831
2023-09-30 $1,402,816 1,266
2023-06-30 $1,764,155 1,345
2023-03-31 $2,140,763 1,399
2022-12-31 $2,088,675 1,445
2022-09-30 $1,515,599 1,398
2022-06-30 $1,674,906 1,458
2022-03-31 $1,448,715 1,055
2021-12-31 $1,807,528 1,065
2021-09-30 $1,639,058 1,190
2021-06-30 $1,572,360 1,135
2021-03-31 $1,371,803 1,187
2020-12-31 $789,798 693
2020-09-30 $497,361 515
2020-06-30 $225,554 280
2020-03-31 $194,723 282