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

UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 32.5K shares with a market value of $2.8M. It started holding TLT on 2024-09-30. At its peak, it held 310.7K shares on 2024-12-31. Its highest holding value was $27.7M on 2024-09-30. At its lowest, it held 24.2K shares on 2025-03-31, with a value of $2.2M on 2025-03-31. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has decreased its shares by 8.6K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 8.3K.

It has also owned 24 contracts of calls, with the market value of the underlying securities totaling $208.0K on 2025-09-30. At its peak, it held 24 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $214.5K on 2025-09-30. At its lowest, it held 24 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $208.0K on 2026-03-31. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its holdings by 0 contracts.