UNITED CAPITAL FINANCIAL ADVISERS, LLC
CIK
0001463217
City
NEWPORT BEACH
State / Country
CA
Holdings in PTY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $331,375 | 25,688 | Shares | Defined | 2026-02-17 |
| 2022-09-30 | $158,437 | 13,484 | Shares | Defined | 2022-11-14 |
| 2021-12-31 | $209,859 | 12,688 | Shares | Defined | 2022-02-14 |
| 2021-09-30 | $350,143 | 19,144 | Shares | Defined | 2021-11-15 |
| 2021-06-30 | $340,269 | 17,194 | Shares | Defined | 2021-08-13 |
| 2021-03-31 | $213,759 | 11,700 | Shares | Defined | 2021-05-14 |
| 2020-03-31 | $161,594 | 12,517 | Shares | Defined | 2020-08-11 |