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DENISE M BUCHANAN

@Captrust Financial Advisors

Latest period2024 - Q3ReportedManaged Assets$33.708BTotal holdings2290
Assets growth rate8.49%Assets growth rate (2-Q avg)11.33%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Captrust Financial Advisors's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2290 positions.

Assets under management

The assets under management (AUM) of Captrust Financial Advisors over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 33.708B in assets, with a quarterly growth rate of 8.49% and a 2-quarter average growth rate of 11.33%. The portfolio is managed by DENISE M BUCHANAN, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
RBLXRoblox Corp Cl A
Recent Activity
New Position
0.01%
$817,913
18,480 shares@ $44.26 avg price
FFNWFirst Financial Northwest Inc Com
Recent Activity
New Position
0.01%
$788,831
35,028 shares@ $22.53 avg price
AMTMAmentum Holdings Inc Com
Recent Activity
New Position
0.01%
$787,255
24,411 shares@ $32.26 avg price
PKSTPeakstone Realty Trust Common Shares
Recent Activity
New Position
0.01%
$780,822
57,287 shares@ $13.64 avg price
KNOAxs Knowledge Leaders Etf
Recent Activity
New Position
0.01%
$768,200
15,878 shares@ $48.39 avg price
AHRAmerican Healthcare Reit Inc Com Shs
Recent Activity
New Position
0.01%
$752,698
28,839 shares@ $26.11 avg price
KAIKadant Inc Com
Recent Activity
New Position
0.01%
$643,552
1,904 shares@ $338.0 avg price
INSPInspire Med Sys Inc Com
Recent Activity
New Position
0.01%
$627,874
2,975 shares@ $211.06 avg price
SEATVivid Seats Inc Com Cl A
Recent Activity
New Position
0.01%
$544,481
147,157 shares@ $3.71 avg price
ZAUGInnovator Equity Defined Protection Etf - 1 Yr August
Recent Activity
New Position
0.01%
$524,571
21,271 shares@ $24.67 avg price