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

TOLZTOLZ
3 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in PROSHARES TR

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 21,610 shares of TOLZ (PROSHARES TR), worth $1.3M as of 2026-Q2. The position was decreased (-2.5% shares). TOLZ represents 0.0% of UNITED CAPITAL FINANCIAL ADVISORS, LLC's portfolio.

Current Value

$1.3M

Current Shares

21,610

Total Value Change

-$174,708

Total Shares Change

-5,227

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
21,610
-2.5%
$1.3M0.0%$59.27
0
2026-Q1
Decreased
22,165
-17.4%
$1.3M0.0%$59.24
0
2025-Q4
New
26,837
-
$1.5M0.0%$53.24
35

Other major holders of TOLZ: MORGAN STANLEY, ENVESTNET ASSET MANAGEMENT INC

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