CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Zeta Global ZETA Stock Holding History

CAPTRUST Financial Advisors’s Portfolio ZETA Stock Details ZETA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.1M Buy
2024
Q1 		– Sell
2023
Q4 		$330K Buy
2023
Q3 		$274K Buy
2023
Q2 		$273K Buy
2023
Q1 		$327K Buy