CAPTRUST FINANCIAL ADVISORS
Holdings in SERV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $7,338,680 | 707,002 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $6,855,198 | 589,441 | Shares | Sole | 2025-11-19 |
| 2025-06-30 | $5,483,729 | 479,347 | Shares | Sole | 2025-08-15 |
| 2025-03-31 | $2,366,567 | 411,577 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $3,671,919 | 271,994 | Shares | Sole | 2025-02-14 |