United Capital Financial Advisers, LLC BROOKFIELD ASSET MANAGEMENT LTD. CLASS A Transaction History

United Capital Financial Advisers, LLC

5,356

Previous 5,352 0.07%

Previous $0 NaN%

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	N/A	4 Added 0.07%	5,356 $0
Q4 2024 Feb 13, 2025	SELL	N/A	-455 Reduced 7.84%	5,352 $0
Q3 2024 Nov 12, 2024	SELL	N/A	-1,259 Reduced 17.82%	5,807 $0
Q2 2024 Aug 14, 2024	SELL	N/A	-1,446 Reduced 16.99%	7,066 $0
Q1 2024 May 15, 2024	SELL	N/A	-9,480 Reduced 52.69%	8,512 $0
Q4 2023 Feb 14, 2024	SELL	N/A	-88,724 Reduced 83.14%	17,992 $0
Q3 2023 Nov 14, 2023	BUY	N/A	2,488 Added 2.39%	106,716 $0
Q2 2023 Aug 14, 2023	BUY	N/A	19,971 Added 23.7%	104,228 $0
Q1 2023 Aug 14, 2023	SELL	N/A	-20,533 Reduced 19.7%	83,695 $0
Q1 2023 May 15, 2023	BUY	N/A	12,233 Added 16.98%	84,257 $0
Q4 2022 Feb 14, 2023	BUY	N/A	72,024 New	72,024 $0

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.