Number of Shares
54,159
Previous 43,333 24.98%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
N/A
10,826 Added 24.98%
54,159 $0
Q2 2024

Aug 14, 2024

BUY
N/A
15,458 Added 55.45%
43,333 $0
Q1 2024

May 15, 2024

BUY
N/A
1,024 Added 3.81%
27,875 $0
Q4 2023

Feb 14, 2024

BUY
N/A
26,851 New
26,851 $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.