United Capital Financial Advisers, LLC ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024
Number of Shares
839,821
Previous 583,574 43.91%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
N/A
256,247 Added 43.91%
839,821 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-4,306 Reduced 0.73%
583,574 $0
Q1 2024

May 15, 2024
BUY
N/A
587,880 New
587,880 $0
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email