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

United Capital Financial Advisers, LLC

  • $12.1 Billion
  • Q2 2025
Number of Shares
5,680
Previous 5,356 6.05%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
324 Added 6.05%
5,680 $0
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
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