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


UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 16.0K shares with a market value of $5.3M. It started holding SOXX on 2024-09-30. At its peak, it held 22.0K shares on 2024-09-30. Its highest holding value was $5.4M on 2025-12-31. At its lowest, it held 15.2K shares on 2025-09-30, with a value of $3.5M on 2025-03-31. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 883. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its shares by 2.8K.


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