United Capital Financial Advisers, LLC Schwab Fundamental Intl Large Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

Aug 14, 2023
BUY
$29.24 - $31.97 $620,940 - $678,914
21,236 New
21,236 $664,000
Q1 2023

May 15, 2023
BUY
$29.24 - $31.97 $361,347 - $395,085
12,358 Added 139.2%
21,236 $664,000
Q4 2022

Feb 14, 2023
SELL
$25.2 - $30.35 $46,267 - $55,722
-1,836 Reduced 17.14%
8,878 $258,000
Q3 2022

Nov 14, 2022
BUY
$25.15 - $29.74 $86,013 - $101,710
3,420 Added 46.89%
10,714 $269,000
Q2 2022

Aug 11, 2022
SELL
$28.1 - $32.52 $27,622 - $31,967
-983 Reduced 11.88%
7,294 $206,000
Q1 2022

May 16, 2022
SELL
$29.7 - $34.12 $55,509 - $63,770
-1,869 Reduced 18.42%
8,277 $267,000
Q4 2021

Feb 14, 2022
BUY
$31.55 - $34.05 $83,859 - $90,504
2,658 Added 35.5%
10,146 $330,000
Q3 2021

Nov 15, 2021
BUY
$31.76 - $33.8 $237,818 - $253,094
7,488 New
7,488 $246,000
Q1 2020

May 15, 2020
SELL
$18.2 - $29.21 $439,875 - $705,976
-24,169 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$26.73 - $29.12 $75,859 - $82,642
2,838 Added 13.3%
24,169 $699,000
Q3 2019

Nov 14, 2019
SELL
$27.2 - $27.92 $36,747 - $37,719
-1,351 Reduced 5.96%
21,331 $588,000
Q2 2019

Aug 13, 2019
SELL
N/A
-119,856 Reduced 84.09%
22,682 $632,000
Q1 2019

May 14, 2019
BUY
N/A
7,996 Added 5.94%
142,538 $3.93 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-1,237 Reduced 0.91%
134,542 $3.39 Million
Q3 2018

Nov 14, 2018
BUY
N/A
13,524 Added 11.06%
135,779 $4.07 Million
Q2 2018

Aug 14, 2018
SELL
N/A
-11,448 Reduced 8.56%
122,255 $3.61 Million
Q1 2018

May 15, 2018
SELL
N/A
-45,216 Reduced 25.27%
133,703 $4.01 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-2,379 Reduced 1.31%
178,919 $5.44 Million
Q3 2017

Nov 14, 2017
BUY
N/A
1,675 Added 0.93%
181,298 $5.42 Million
Q2 2017

Aug 14, 2017
BUY
N/A
179,623
179,623 $5.03 Million

Others Institutions Holding FNDF

# of Institutions
591
Shares Held
289M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB FUNDAMENTAL INTL LARGE

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