UNITED CAPITAL FINANCIAL ADVISERS, LLC
Holdings in EFSI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $644,441 | 16,192 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $612,543 | 16,192 | Shares | Defined | 2025-11-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $644,441 | 16,192 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $612,543 | 16,192 | Shares | Defined | 2025-11-14 |