Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

AAUSAAUS
3 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in EA SERIES TRUST

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 106,762 shares of AAUS (EA SERIES TRUST), worth $6.4M as of 2026-Q2. The position was decreased (-3.8% shares). AAUS represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$6.4M

Current Shares

106,762

Total Value Change

+$220,176

Total Shares Change

-5,013

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
106,762
-3.8%
$6.4M0.0%$59.74
0
2026-Q1
Decreased
110,967
-0.7%
$5.8M0.0%$54.60
0
2025-Q4
New
111,775
-
$6.2M0.0%$55.49
38

Other major holders of AAUS: WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AQR CAPITAL MANAGEMENT LLC

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