UNITED CAPITAL FINANCIAL ADVISERS, LLC

CIK
0001463217
City
NEWPORT BEACH
State / Country
CA

Holdings in DEO

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $8,407,270 97,453
2025-09-30 $10,168,734 106,557
2025-06-30 $10,682,888 105,939
2025-03-31 $10,842,097 103,465
2024-12-31 $14,290,556 112,409
2024-09-30 $23,767,140 169,354
2024-06-30 $21,321,640 169,112
2024-03-31 $25,618,680 172,238
2023-12-31 $25,011,278 171,710
2023-09-30 $9,897,645 66,347
2023-06-30 $12,105,954 69,783
2023-03-31 $12,649,444 69,817
2022-12-31 $11,767,489 66,039
2022-09-30 $11,536,212 67,936
2022-06-30 $12,434,605 71,414
2022-03-31 $15,842,685 77,989
2021-12-31 $17,936,566 81,478
2021-09-30 $15,292,548 79,236
2021-06-30 $14,639,173 76,369
2021-03-31 $1,984,477 12,085
2020-12-31 $1,895,873 11,938
2020-09-30 $951,092 6,909
2020-06-30 $1,031,712 7,677
2020-03-31 $962,044 7,568