United Capital Financial Advisers, LLC Vanguard Global Ex U.S. Real Put Options Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding VNQI

# of Institutions

376

Shares Held

59.5M

Call Options Held

7.9K

Put Options Held

14K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$650 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$504 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$257 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$59.7 Million
0.02% of portfolio
Ballentine Partners, LLC Waltham, MA

1.26M
Shares

$53.1 Million
1.02% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

Ticker VNQI
Sector ETFs
Industry ETFs

More about VNQI

Track This Portfolio

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.