UNITED CAPITAL FINANCIAL ADVISERS, LLC
Holdings in PUK
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $556,581 | 17,885 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $474,878 | 16,966 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $412,754 | 16,497 | Shares | Defined | 2025-08-11 |
| 2025-03-31 | $339,700 | 15,800 | Shares | Defined | 2025-05-13 |
| 2024-12-31 | $223,255 | 14,006 | Shares | Defined | 2025-02-13 |
| 2024-09-30 | $257,557 | 13,892 | Shares | Defined | 2024-11-12 |
| 2024-06-30 | $311,421 | 16,999 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $213,665 | 11,088 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $300,044 | 13,365 | Shares | Defined | 2024-02-14 |