CAPTRUST Financial Advisors

CAPTRUST Financial Advisors’s CISO Global CISO Stock Holding History

CAPTRUST Financial Advisors’s Portfolio CISO Stock Details CISO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$15.3K	Hold
2025 Q1	$5.91K	Hold
2024 Q4	$46.3K	Buy