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Investment Managers Ser Tr Ii Axs Knowledge Le shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Investment Managers Ser Tr Ii Axs Knowledge Le shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Investment Managers Ser Tr Ii Axs Knowledge Le

Tip: Access up to 7 years of quarterly data

All positions including Investment Managers Ser Tr Ii Axs Knowledge Le held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Investment Managers Ser Tr Ii Axs Knowledge Le by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $768k 16k 48.38

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Vanguard Value Etf (VTV)
Microsoft Corp Stock (MSFT)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Growth Etf Etf (VUG)
Vanguard Small-cap Etf Etf (VB)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust Financial Advisors

Top funds holding Investment Managers Ser Tr Ii Axs Knowledge Le

Capital Planning Advisors
Jane Street
Captrust Financial Advisors
Oppenheimer & Co
Bank of Marin
LPL Financial
Advisor Group Holdings
Royal Bank of Canada
GAMMA Investing
Smartleaf Asset Management

View all funds holding Investment Managers Ser Tr Ii Axs Knowledge Le