United Capital Financial Advisers, LLC First Tr Ex Tr Viii Cboe Vest Transaction History
United Capital Financial Advisers, LLC
- $12 Billion
- Q1 2024
Shares
1 transactions
Others Institutions Holding DMAR
# of Institutions
70Shares Held
3.47MCall Options Held
0Put Options Held
0-
Lifestyle Asset Management, Inc. Friendswood, TX815KShares$29.8 Million16.8% of portfolio
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Envestnet Asset Management Inc233KShares$8.51 Million0.0% of portfolio
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Kestra Advisory Services, LLC215KShares$7.85 Million0.05% of portfolio
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Cetera Investment Advisers Schaumburg, IL175KShares$6.4 Million0.01% of portfolio
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Creative One Wealth, LLC Overland Park, KS153KShares$5.61 Million0.21% of portfolio