Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 17, 2021

SELL
$27.21 - $27.81 $308,289 - $315,087
-11,330 Closed
0 $0
Q2 2020

Aug 13, 2020

SELL
$25.75 - $26.75 $21,218 - $22,042
-824 Reduced 6.78%
11,330 $303,000
Q4 2019

Feb 14, 2020

BUY
$25.35 - $25.68 $21,217 - $21,494
837 Added 7.4%
12,154 $311,000
Q3 2019

Nov 14, 2019

BUY
$25.37 - $25.65 $253 - $256
10 Added 0.09%
11,317 $289,000
Q2 2019

Aug 13, 2019

SELL
N/A
-139 Reduced 1.21%
11,307 $289,000
Q1 2019

May 14, 2019

BUY
N/A
11,446 New
11,446 $285,000

Others Institutions Holding TDTF

About FLEXSHARES TR IBOXX 5 YR TARGE


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