UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in SSPY — Stratified LargeCap Index ETF
CIK 1463217
IRVING, TX
All Filings in SSPY
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SSPY | $691,785 | 7,836 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 SSPY | $247,404 | 2,847 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||