UNITED CAPITAL FINANCIAL ADVISERS, LLC
Holdings in IVVD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $238,372 | 96,507 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $106,157 | 96,507 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $69,002 | 96,507 | Shares | Defined | 2025-08-11 |
| 2025-03-31 | $58,386 | 96,507 | Shares | Defined | 2025-05-13 |