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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → UCB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC UCB Position History
United Community Banks, Inc. • Financial Services
Quarters held
5
Latest value
$867K
Q3 2026
Peak value
$1.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $840K |
| Q4 2025 | $898K |
| Q1 2026 | $784K |
| Q2 2026 | $1.1M |
| Q3 2026 | $867K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $867K | 25.8K | — | — |
| Q2 2026 | $1.1M | 30.9K | — | — |
| Q1 2026 | $784K | 24.4K | — | — |
| Q4 2025 | $898K | 27.8K | — | — |
| Q3 2025 | $840K | 26.2K | — | — |
Other funds holding UCB
$333.8M
$231.1M
$231.1M
$197.8M
$164.8M
$164.8M
$164.8M