United Capital Financial Advisers, LLC First Tr Exche Trd Fd Vi Dorse Transaction History
United Capital Financial Advisers, LLC
- $11.7 Billion
- Q4 2024
Shares
10 transactions
Others Institutions Holding FVC
# of Institutions
58Shares Held
2.4MCall Options Held
0Put Options Held
0-
Prospera Financial Services Inc323KShares$11.1 Million0.28% of portfolio
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Lpl Financial LLC Fort Mill, SC297KShares$10.2 Million0.0% of portfolio
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Morgan Stanley New York, NY273KShares$9.37 Million0.0% of portfolio
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Ubs Group Ag217KShares$7.42 Million0.0% of portfolio
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Wells Fargo & Company San Francisco, CA193KShares$6.63 Million0.0% of portfolio