UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in SETM — Sprott Critical Materials ETF
CIK 1463217
IRVING, TX
All Filings in SETM
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,715 | 10,453 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $323,853 | 9,790 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $283,420 | 9,790 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||