CAPTRUST FINANCIAL ADVISORS
Holdings in SMA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,284,350 | 41,511 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $208,149 | 5,530 | Shares | Sole | 2025-11-19 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,284,350 | 41,511 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $208,149 | 5,530 | Shares | Sole | 2025-11-19 |