CAPTRUST FINANCIAL ADVISORS
Holdings in RMD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $115,631,570 | 480,058 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $147,163,543 | 537,623 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $131,594,964 | 510,058 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $107,521,646 | 480,329 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $101,387,424 | 443,340 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $11,848,852 | 48,537 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $928,004 | 4,848 | Shares | Sole | 2024-08-15 |
| 2024-03-31 | $849,944 | 4,292 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $852,359 | 4,955 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $605,675 | 4,096 | Shares | Sole | 2023-11-15 |
| 2023-06-30 | $1,282,813 | 5,871 | Shares | Sole | 2023-08-15 |
| 2023-03-31 | $1,256,126 | 5,736 | Shares | Sole | 2023-05-15 |
| 2022-12-31 | $1,478,971 | 7,106 | Shares | Sole | 2023-02-15 |
| 2022-09-30 | $1,796,827 | 8,231 | Shares | Sole | 2022-11-16 |
| 2022-06-30 | $1,842,438 | 8,789 | Shares | Sole | 2022-08-23 |
| 2022-03-31 | $1,963,118 | 8,095 | Shares | Sole | 2022-05-16 |
| 2021-12-31 | $2,118,744 | 8,134 | Shares | Sole | 2022-02-14 |
| 2021-09-30 | $2,284,978 | 8,670 | Shares | Sole | 2021-11-16 |
| 2021-06-30 | $2,310,385 | 9,372 | Shares | Sole | 2021-08-16 |
| 2021-03-31 | $2,018,972 | 10,406 | Shares | Sole | 2021-05-17 |
| 2020-12-31 | $1,789,755 | 8,420 | Shares | Sole | 2021-02-16 |
| 2020-09-30 | $1,147,723 | 6,695 | Shares | Sole | 2020-11-17 |
| 2020-06-30 | $908,736 | 4,733 | Shares | Sole | 2020-08-14 |
| 2020-03-31 | $572,221 | 3,885 | Shares | Sole | 2020-05-15 |