UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for HEFA


UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 3.3M shares with a market value of $142.3M. It started holding HEFA on 2024-09-30. At its peak, it held 4.5M shares on 2025-03-31. Its highest holding value was $163.4M on 2025-03-31. At its lowest, it held 3.3M shares on 2026-03-31, with a value of $142.3M on 2026-03-31. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its shares by 485.0K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its shares by 1.2M.


UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for HEFA