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


UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 167.3K shares with a market value of $4.3M. It started holding IBMO on 2024-09-30. At its peak, it held 167.3K shares on 2026-03-31. Its highest holding value was $4.3M on 2026-03-31. At its lowest, it held 85.1K shares on 2024-09-30, with a value of $2.2M on 2024-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 47.1K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 59.2K.


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