United Capital Financial Advisers, LLC SPDR MSCI ACWI CLIMATE PARIS ALIGNED ETF Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q1 2025

Number of Shares

7,950

Previous 8,236 3.47%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	N/A	-286 Reduced 3.47%	7,950 $0
Q3 2024 Nov 12, 2024	BUY	N/A	185 Added 2.3%	8,236 $0
Q4 2023 Feb 14, 2024	SELL	N/A	-479 Reduced 5.62%	8,051 $0
Q2 2023 Aug 14, 2023	BUY	N/A	517 Added 6.45%	8,530 $0
Q1 2023 Aug 14, 2023	SELL	N/A	-517 Reduced 6.06%	8,013 $0
Q1 2023 May 15, 2023	SELL	N/A	-560 Reduced 6.53%	8,013 $0
Q4 2022 Feb 14, 2023	SELL	N/A	-3,124 Reduced 26.71%	8,573 $0
Q3 2022 Nov 14, 2022	SELL	N/A	-3,150 Reduced 21.22%	11,697 $282,000
Q2 2022 Aug 11, 2022	BUY	N/A	14,847 New	14,847 $388,000
Q1 2022 May 16, 2022	SELL	N/A	-3,616 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	N/A	-16 Reduced 0.44%	3,616 $480,000
Q3 2021 Nov 15, 2021	BUY	N/A	94 Added 2.66%	3,632 $456,000
Q2 2021 Aug 13, 2021	SELL	N/A	-270 Reduced 7.09%	3,538 $450,000
Q1 2021 May 14, 2021	BUY	N/A	88 Added 2.37%	3,808 $455,000
Q4 2020 Feb 17, 2021	BUY	N/A	102 Added 2.82%	3,720 $424,000
Q3 2020 Nov 13, 2020	BUY	N/A	77 Added 2.17%	3,618 $364,000
Q2 2020 Aug 13, 2020	SELL	N/A	-414 Reduced 10.47%	3,541 $328,000
Q1 2020 May 15, 2020	SELL	N/A	-1,442 Reduced 26.72%	3,955 $310,000
Q4 2019 Feb 14, 2020	BUY	N/A	54 Added 1.01%	5,397 $535,000
Q3 2019 Feb 14, 2020	BUY	N/A	5,343 New	5,343 $492,000
Q3 2019 Nov 14, 2019	SELL	N/A	-5,290 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	41 Added 0.78%	5,290 $479,000
Q4 2018 Feb 14, 2019	SELL	N/A	-406 Reduced 7.18%	5,249 $415,000
Q3 2018 Nov 14, 2018	BUY	N/A	369 Added 6.98%	5,655 $520,000
Q2 2018 Aug 14, 2018	BUY	N/A	147 Added 2.86%	5,286 $467,000
Q1 2018 May 15, 2018	SELL	N/A	-1,264 Reduced 19.74%	5,139 $458,000
Q4 2017 Feb 13, 2018	SELL	N/A	-408 Reduced 5.99%	6,403 $575,000
Q3 2017 Nov 14, 2017	BUY	N/A	138 Added 2.07%	6,811 $588,000
Q2 2017 Aug 14, 2017	BUY	N/A	6,673	6,673 $551,000

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