United Capital Financial Advisers, LLC Absolute Shs Tr Wbi Pwr Factor Transaction History
United Capital Financial Advisers, LLC
- $11.7 Billion
- Q4 2024
Shares
6 transactions
Others Institutions Holding WBIY
# of Institutions
25Shares Held
2.16MCall Options Held
0Put Options Held
0-
Wbi Investments, Inc.912KShares$27.7 Million7.17% of portfolio
-
Maridea Wealth Management LLC Brooklyn, NY548KShares$16.6 Million5.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC156KShares$4.74 Million0.0% of portfolio
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Envestnet Asset Management Inc131KShares$3.97 Million0.0% of portfolio
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Private Advisor Group, LLC65.2KShares$1.98 Million0.01% of portfolio