UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for IBDR
UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 372.5K shares with a market value of $9.0M. It started holding IBDR on 2024-09-30. At its peak, it held 372.5K shares on 2026-03-31. Its highest holding value was $9.0M on 2026-03-31. At its lowest, it held 179.1K shares on 2024-09-30, with a value of $4.4M on 2024-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 116.1K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 158.7K.
UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for IBDR