UNITED CAPITAL FINANCIAL ADVISERS, LLC
Holdings in IBTA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,012,576 | 44,548 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,240,661 | 44,548 | Shares | Defined | 2025-11-14 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,012,576 | 44,548 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $1,240,661 | 44,548 | Shares | Defined | 2025-11-14 |