UNITED CAPITAL FINANCIAL ADVISERS, LLC
Holdings in PSO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $215,696 | 15,363 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $184,972 | 13,063 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $207,706 | 13,912 | Shares | Defined | 2025-08-11 |
| 2025-03-31 | $223,083 | 13,934 | Shares | Defined | 2025-05-13 |
| 2024-12-31 | $219,425 | 13,612 | Shares | Defined | 2025-02-13 |
| 2024-09-30 | $189,410 | 13,958 | Shares | Defined | 2024-11-12 |
| 2024-06-30 | $166,608 | 13,350 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $182,384 | 13,859 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $186,930 | 15,210 | Shares | Defined | 2024-02-14 |