United Capital Financial Advisers, LLC Invesco S&P 500 Equal Weight F Transaction History

United Capital Financial Advisers, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$59.22 - $67.9 $6.13 Million - $7.03 Million	-103,571 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$61.32 - $66.59 $118,715 - $128,918	-1,936 Reduced 1.83%	103,571 $6.67 Million
Q3 2021 Nov 15, 2021	BUY	$56.96 - $63.58 $33,036 - $36,876	580 Added 0.55%	105,507 $6.48 Million
Q2 2021 Aug 13, 2021	BUY	$56.59 - $62.7 $270,896 - $300,144	4,787 Added 4.78%	104,927 $6.27 Million
Q1 2021 May 14, 2021	BUY	$47.31 - $56.99 $1.79 Million - $2.15 Million	37,775 Added 60.57%	100,140 $5.59 Million
Q4 2020 Feb 17, 2021	BUY	$38.04 - $48.01 $2,472 - $3,120	65 Added 0.1%	62,365 $2.99 Million
Q3 2020 Nov 13, 2020	BUY	$35.89 - $40.36 $2,153 - $2,421	60 Added 0.1%	62,300 $2.37 Million
Q2 2020 Aug 13, 2020	BUY	$29.49 - $42.96 $1.84 Million - $2.67 Million	62,240 New	62,240 $2.32 Million
Q3 2018 Nov 14, 2018	SELL	$42.32 - $45.11 $1.72 Million - $1.84 Million	-40,759 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$42.26 - $45.09 $1.72 Million - $1.84 Million	40,759 New	40,759 $1.73 Million

101

2.01M

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

Stay updated on United Capital Financial Advisers, LLC with notifications on news.