Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 05-15-2024 | 03-31-2024 | 1077 | 12,137,318,857 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HOME DEPOT, INC. | COMMON STOCK | 101 | $90,819,449 | 236,756 | 0.00 | 0.00 | -15,647 | -6.20 | 03-31-2024 |
| JPMORGAN CHASE & CO. | COMMON STOCK | 102 | $89,702,627 | 447,841 | 0.00 | 0.00 | -37,484 | -7.72 | 03-31-2024 |
| COSTCO WHOLESALE CORPORATION | COMMON STOCK | 103 | $89,593,172 | 122,290 | 0.00 | 0.00 | -11,456 | -8.57 | 03-31-2024 |
| BLACKROCK U.S. EQUITY FACTOR ROTATION ETF | EXCHANGE TRADED FUND | 104 | $89,527,564 | 2,016,387 | 0.00 | 2,016,387 | +Inf | 03-31-2024 |
