A detailed history of United Capital Financial Advisers, LLC transactions in Invesco ETF Tr Ii Treas Collat stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 18,676 shares of CLTL stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,676
Previous 19,755 5.46%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024

SELL
N/A
-1,079 Reduced 5.46%
18,676 $0
Q2 2024

Aug 14, 2024

SELL
N/A
-4,891 Reduced 19.85%
19,755 $0
Q1 2024

May 15, 2024

SELL
$0.0 - $105.87 $0 - $158,910
-1,501 Reduced 5.74%
24,646 $0
Q4 2023

Feb 14, 2024

BUY
$105.2 - $105.9 $843,704 - $849,318
8,020 Added 44.24%
26,147 $2.76 Million
Q3 2023

Nov 14, 2023

BUY
$105.29 - $105.88 $802,625 - $807,123
7,623 Added 72.57%
18,127 $1.91 Million
Q2 2023

Aug 14, 2023

BUY
$105.26 - $105.77 $869,973 - $874,189
8,265 Added 369.14%
10,504 $1.11 Million
Q1 2023

Aug 14, 2023

SELL
$105.26 - $105.82 $869,973 - $874,602
-8,265 Reduced 78.68%
2,239 $236,000
Q1 2023

May 15, 2023

SELL
$105.26 - $105.82 $1,052 - $1,058
-10 Reduced 0.44%
2,239 $236,000
Q4 2022

Feb 14, 2023

BUY
$105.23 - $105.6 $236,662 - $237,494
2,249 New
2,249 $236,000

Others Institutions Holding CLTL

About INVESCO ETF TR II TREAS COLLAT


  • Ticker CLTL
  • Sector ETFs
  • Industry ETFs
More about CLTL
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.