United Capital Financial Advisors’s Flex FLEX Stock Holding History

United Capital Financial Advisors’s Portfolio FLEX Stock Details FLEX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.41M	Buy
2016 Q1	–	Sell
2015 Q4	$920K	Buy