UCFA
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United Capital Financial Advisors’s Arm ARM Stock Holding History

United Capital Financial Advisors’s Portfolio ARM Stock Details ARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,522
Closed -$866K – 1072
2023
Q4 		$866K Sell
11,522
-5,147
-31% -$387K 0.01% 585
2023
Q3 		$892K Buy
+16,669
New +$892K 0.01% 539