UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in RUNN — Running Oak Efficient Growth ETF
CIK 1463217
IRVING, TX
All Filings in RUNN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,815,113 | 241,237 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $9,321,251 | 289,390 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $9,119,556 | 273,532 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||