United Capital Financial Advisers, LLC SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024
Number of Shares
8,236
Previous 8,051 2.3%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
N/A
185 Added 2.3%
8,236 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-479 Reduced 5.62%
8,051 $0
Q2 2023

Aug 14, 2023
BUY
N/A
517 Added 6.45%
8,530 $0
Q1 2023

Aug 14, 2023
SELL
N/A
-517 Reduced 6.06%
8,013 $0
Q1 2023

May 15, 2023
SELL
N/A
-560 Reduced 6.53%
8,013 $0
Q4 2022

Feb 14, 2023
SELL
N/A
-3,124 Reduced 26.71%
8,573 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-3,150 Reduced 21.22%
11,697 $282,000
Q2 2022

Aug 11, 2022
BUY
N/A
14,847 New
14,847 $388,000
Q1 2022

May 16, 2022
SELL
N/A
-3,616 Closed
0 $0
Q4 2021

Feb 14, 2022
SELL
N/A
-16 Reduced 0.44%
3,616 $480,000
Q3 2021

Nov 15, 2021
BUY
N/A
94 Added 2.66%
3,632 $456,000
Q2 2021

Aug 13, 2021
SELL
N/A
-270 Reduced 7.09%
3,538 $450,000
Q1 2021

May 14, 2021
BUY
N/A
88 Added 2.37%
3,808 $455,000
Q4 2020

Feb 17, 2021
BUY
N/A
102 Added 2.82%
3,720 $424,000
Q3 2020

Nov 13, 2020
BUY
N/A
77 Added 2.17%
3,618 $364,000
Q2 2020

Aug 13, 2020
SELL
N/A
-414 Reduced 10.47%
3,541 $328,000
Q1 2020

May 15, 2020
SELL
N/A
-1,442 Reduced 26.72%
3,955 $310,000
Q4 2019

Feb 14, 2020
BUY
N/A
54 Added 1.01%
5,397 $535,000
Q3 2019

Feb 14, 2020
BUY
N/A
5,343 New
5,343 $492,000
Q3 2019

Nov 14, 2019
SELL
N/A
-5,290 Closed
0 $0
Q1 2019

May 14, 2019
BUY
N/A
41 Added 0.78%
5,290 $479,000
Q4 2018

Feb 14, 2019
SELL
N/A
-406 Reduced 7.18%
5,249 $415,000
Q3 2018

Nov 14, 2018
BUY
N/A
369 Added 6.98%
5,655 $520,000
Q2 2018

Aug 14, 2018
BUY
N/A
147 Added 2.86%
5,286 $467,000
Q1 2018

May 15, 2018
SELL
N/A
-1,264 Reduced 19.74%
5,139 $458,000
Q4 2017

Feb 13, 2018
SELL
N/A
-408 Reduced 5.99%
6,403 $575,000
Q3 2017

Nov 14, 2017
BUY
N/A
138 Added 2.07%
6,811 $588,000
Q2 2017

Aug 14, 2017
BUY
N/A
6,673
6,673 $551,000
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