United Capital Financial Advisers, LLC Invesco Exchange Traded Fd Tr Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
Shares
6 transactions
Others Institutions Holding PID
# of Institutions
160Shares Held
19.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.3MShares$58.9 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC1.97MShares$35.2 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA1.53MShares$27.3 Million0.01% of portfolio
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Kaye Capital Management El Segundo, CA1.01MShares$18.1 Million7.87% of portfolio
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Strategic Wealth Partners, Ltd. Independence, OH938KShares$16.8 Million1.77% of portfolio