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P10 shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of P10 (PX) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in P10

Tip: Access up to 7 years of quarterly data

All positions including P10 held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in P10 by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $138k 13k 10.71
2024-06-30 $107k 13k 8.48
2024-03-31 $113k 14k 8.42
2023-12-31 $139k 14k 10.22
2023-09-30 $166k 14k 11.65
2023-06-30 $156k 14k 11.30
2023-03-31 $140k 14k 10.11
2022-12-31 $133k 13k 10.67
2022-09-30 $132k 13k 10.56
2022-06-30 $139k 13k 11.12
2022-03-31 $152k 13k 12.16
2021-12-31 $175k 13k 14.00

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 P10

River Road Asset Management
Caz Investments
Vanguard Group
BlackRock
BlackRock
Grandeur Peak Global Advisors
State Street Corporation
Geode Capital Management
Phase 2 Partners
Citadel Advisors
Artemis Investment Management
Nuveen Asset Management
Samjo Management
Northern Trust
Raymond James & Associates

View all funds holding P10