Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 587,593 shares of MUB (ISHARES TR), worth $62.9M as of 2025-Q4. The position was increased (++3.5% shares). MUB represents 0.4% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$62.9M
Current Shares
587,593
Total Value Change
-$2.8M
Total Shares Change
-29,812
Other major holders of MUB: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 587,593 |
+3.5% |
| $62.9M |
| 0.4% |
| $106.82 |
37 |
| 2025-Q3 | Increased | 567,950 | +1.6% | $60.5M | 0.4% | $105.02 | 36 |
| 2025-Q2 | Decreased | 558,968 | -9.9% | $58.4M | 0.5% | $102.13 | 0 |
| 2025-Q1 | Increased | 620,381 | +3.8% | $65.4M | 0.6% | $102.16 | 43 |
| 2024-Q4 | Decreased | 597,477 | -4.3% | $63.7M | 0.5% | $102.97 | 0 |
| 2024-Q3 | Increased | 624,351 | +1.1% | $67.8M | 0.6% | $103.97 | 42 |
| 2024-Q2 | Decreased | 617,405 | -0.1% | $65.8M | 0.6% | $101.16 | 0 |