CAPTRUST FINANCIAL ADVISORS

CIK
0001512024
City
RALEIGH
State / Country
NC

Holdings in WRB

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $66,485,540 948,168
2025-09-30 $73,053,645 953,454
2025-06-30 $70,412,472 958,384
2025-03-31 $69,663,718 978,973
2024-12-31 $2,530,872 43,248
2024-09-30 $2,217,518 39,089
2024-06-30 $1,364,673 26,050
2024-03-31 $2,236,175 37,927
2023-12-31 $3,105,694 65,873
2023-09-30 $2,829,836 66,857
2023-06-30 $3,072,226 77,373
2023-03-31 $2,717,485 65,471
2022-12-31 $3,109,914 64,281
2022-09-30 $2,834,715 65,842
2022-06-30 $1,560,606 34,294
2022-03-31 $1,455,212 32,780
2021-12-31 $830,784 22,688
2021-09-30 $508,323 15,629
2021-06-30 $375,094 11,339
2021-03-31 $215,534 6,436
2020-12-31 $408,615 13,842
2020-09-30 $394,811 14,527
2020-06-30 $338,138 13,280