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

UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 24.4K shares with a market value of $2.7M. It started holding SHV on 2024-09-30. At its peak, it held 24.4K shares on 2026-03-31. Its highest holding value was $2.7M on 2026-03-31. At its lowest, it held 17.6K shares on 2025-03-31, with a value of $1.9M on 2025-03-31. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 5.3K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 6.8K.