Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Feb 14, 2020

SELL
N/A
-10,312 Closed
0 $0
Q3 2019

Nov 14, 2019

BUY
N/A
10,312 New
10,312 $83,000
Q2 2019

Aug 13, 2019

SELL
N/A
-16,808 Closed
0 $0
Q1 2019

May 14, 2019

SELL
N/A
-722 Reduced 4.12%
16,808 $439,000
Q4 2018

Feb 14, 2019

BUY
N/A
17,530 New
17,530 $398,000
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.