United Capital Financial Advisers, LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
United Capital Financial Advisers, LLC
- $19.9 Billion
- Q3 2024
Shares
5 transactions
Others Institutions Holding PTLC
# of Institutions
210Shares Held
39.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.04MShares$327 Million0.03% of portfolio
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Morgan Stanley New York, NY4.47MShares$242 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.24MShares$175 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA2.36MShares$128 Million0.03% of portfolio
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Cfs Investment Advisory Services, LLC Totowa, NJ1.96MShares$106 Million8.64% of portfolio