A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Tr Edge High Yield Def stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 56,989 shares of HYDB stock, worth $2.65 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
56,989
Previous 31,053 83.52%
Holding current value
$2.65 Million
Previous $1.43 Million 85.63%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$45.81 - $46.79 $1.19 Million - $1.21 Million
25,936 Added 83.52%
56,989 $2.66 Million
Q4 2023

Feb 14, 2024

BUY
$42.96 - $46.57 $1.33 Million - $1.45 Million
31,053 New
31,053 $1.43 Million

Others Institutions Holding HYDB

About ISHARES TR EDGE HIGH YIELD DEF


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