Number of Shares
19,580
Previous 24,604 20.42%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025

SELL
N/A
-5,024 Reduced 20.42%
19,580 $0
Q4 2024

Feb 13, 2025

SELL
N/A
-874 Reduced 3.43%
24,604 $0
Q3 2024

Nov 12, 2024

BUY
N/A
216 Added 0.86%
25,478 $0
Q2 2024

Aug 14, 2024

SELL
N/A
-1,048 Reduced 3.98%
25,262 $0
Q1 2024

May 15, 2024

SELL
N/A
-639 Reduced 2.37%
26,310 $0
Q4 2023

Feb 14, 2024

SELL
N/A
-6,532 Reduced 19.51%
26,949 $0
Q3 2023

Nov 14, 2023

SELL
N/A
-375 Reduced 1.11%
33,481 $0
Q2 2023

Aug 14, 2023

SELL
N/A
-681 Reduced 1.97%
33,856 $0
Q1 2023

Aug 14, 2023

BUY
N/A
681 Added 2.01%
34,537 $0
Q1 2023

May 15, 2023

BUY
N/A
34,537 New
34,537 $0
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.