United Capital Financial Advisers, LLC THOMSON REUTERS CORPORATION Transaction History

United Capital Financial Advisers, LLC

  • $11.5 Billion
  • Q1 2025
Number of Shares
68,943
Previous 104,844 34.24%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 13, 2025
SELL
N/A
-35,901 Reduced 34.24%
68,943 $0
Q4 2024

Feb 13, 2025
SELL
N/A
-28,233 Reduced 21.22%
104,844 $0
Q3 2024

Nov 12, 2024
SELL
N/A
-9,606 Reduced 6.73%
133,077 $0
Q2 2024

Aug 14, 2024
SELL
N/A
-17,295 Reduced 10.81%
142,683 $0
Q1 2024

May 15, 2024
SELL
N/A
-33,127 Reduced 17.15%
159,978 $0
Q4 2023

Feb 14, 2024
SELL
N/A
-254,478 Reduced 56.86%
193,105 $0
Q3 2023

Nov 14, 2023
SELL
N/A
-32,096 Reduced 6.69%
447,583 $0
Q2 2023

Aug 14, 2023
BUY
N/A
479,679 New
479,679 $0
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