CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Savers SVV Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-29,993
Closed -$521K – 2614
2023
Q4 		$521K Sell
29,993
-4,390
-13% -$76.3K ﹤0.01% 1709
2023
Q3 		$642K Buy
34,383
+21,537
+168% +$402K ﹤0.01% 1483
2023
Q2 		$304K Buy
+12,846
New +$304K ﹤0.01% 1964