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Altshares Trust shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Altshares Trust (ARB) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Altshares Trust

Tip: Access up to 7 years of quarterly data

All positions including Altshares Trust held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altshares Trust by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 47k 26.75
2023-09-30 $1.4M 54k 26.25
2023-06-30 $1.3M 53k 25.47

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Ibonds Dec 2024 Term Treasury Etf Etf (IBTE)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard S&p 500 Etf Etf (VOO)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Technology Select Sector Spdr Fund Etf (XLK)
Amazon Stock (AMZN)
Ishares Ibonds Dec 2025 Term Treasury Etf Etf (IBTF)

View all positions for Captrust Financial Advisors

Top funds holding Altshares Trust

Cantor Fitzgerald Investment Adviser
New York Life Investment Management
Kapitalo Investimentos
Orion Portfolio Solutions
Legend Financial Advisors
HighTower Advisors
Captrust Financial Advisors
PFG Advisors
Advisor Group Holdings
Columbus Macro
Gts Securities
Proequities
Mercer Global Advisors
Hanson McClain Advisors
Bank of America Corporation

View all funds holding Altshares Trust