UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for SDY
UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 176.7K shares with a market value of $25.8M. It started holding SDY on 2024-09-30. At its peak, it held 236.7K shares on 2024-12-31. Its highest holding value was $33.5M on 2024-09-30. At its lowest, it held 121.1K shares on 2025-09-30, with a value of $17.0M on 2025-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 55.6K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its shares by 8.9K.
UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for SDY