CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Perella Weinberg Partners PWP Stock Holding History

CAPTRUST Financial Advisors’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,849
Closed -$200K – 2584
2025
Q1 		$200K Buy
10,849
+455
+4% +$8.37K ﹤0.01% 2164
2024
Q4 		$248K Buy
+10,394
New +$248K ﹤0.01% 2024