Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in INVESCO BIOTECHNOLOGY
UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 101,985 shares of PBE (INVESCO BIOTECHNOLOGY), worth $8.1M as of 2026-Q1. The position was decreased (-0.2% shares). PBE represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.
Current Value
$8.1M
Current Shares
101,985
Total Value Change
+$2.1M
Total Shares Change
+16,890
Other major holders of PBE: MORGAN STANLEY
Decreased |
| 101,985 |
-0.2% |
| $8.1M |
| 0.0% |
| $79.79 |
0 |
| 2025-Q4 | Increased | 102,207 | +20.1% | $8.4M | 0.1% | $82.41 | 33 |
| 2025-Q3 | New | 85,095 | - | $5.9M | 0.0% | $68.80 | 38 |