Number of Shares
7,858
Previous 8,024 2.07%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

SELL
N/A
-166 Reduced 2.07%
7,858 $0
Q3 2024

Nov 12, 2024

SELL
N/A
-11 Reduced 0.14%
8,024 $0
Q2 2024

Aug 14, 2024

SELL
N/A
-1,237 Reduced 13.34%
8,035 $0
Q1 2024

May 15, 2024

SELL
N/A
-25,247 Reduced 73.14%
9,272 $0
Q4 2023

Feb 14, 2024

BUY
N/A
34,519 New
34,519 $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.