UNITED CAPITAL FINANCIAL ADVISERS, LLC

CIK
0001463217
City
NEWPORT BEACH
State / Country
CA

Holdings in DOUG

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $45,714 19,289
2025-09-30 $58,775 20,551
2025-06-30 $44,750 19,289
2025-03-31 $34,417 20,010
2024-12-31 $33,416 20,010
2024-09-30 $32,709 17,874
2024-06-30 $11,687 10,075
2023-12-31 $47,857 16,223