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


UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 104.7K shares with a market value of $5.2M. It started holding XLF on 2024-09-30. At its peak, it held 104.7K shares on 2026-03-31. Its highest holding value was $5.7M on 2025-12-31. At its lowest, it held 60.9K shares on 2025-09-30, with a value of $3.3M on 2025-09-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 43.8K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 34.9K.


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