UNITED CAPITAL FINANCIAL ADVISERS, LLC
Holdings in TRI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $8,297,859 | 62,915 | Shares | Defined | 2026-02-17 |
| 2025-09-30 | $10,128,137 | 65,204 | Shares | Defined | 2025-11-14 |
| 2025-06-30 | $13,193,926 | 65,599 | Shares | Defined | 2025-08-11 |
| 2025-03-31 | $11,911,971 | 68,943 | Shares | Defined | 2025-05-13 |
| 2024-12-31 | $16,814,880 | 104,844 | Shares | Defined | 2025-02-13 |
| 2024-09-30 | $22,702,936 | 133,077 | Shares | Defined | 2024-11-12 |
| 2024-06-30 | $24,052,073 | 142,683 | Shares | Defined | 2024-08-14 |
| 2024-03-31 | $24,929,371 | 159,978 | Shares | Defined | 2024-05-15 |
| 2023-12-31 | $28,235,813 | 193,105 | Shares | Defined | 2024-02-14 |
| 2023-09-30 | $54,748,352 | 447,583 | Shares | Defined | 2023-11-14 |
| 2023-06-30 | $64,727,884 | 479,679 | Shares | Defined | 2023-08-14 |