Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 02-14-2024 | 12-31-2023 | 1060 | 12,050,975,120 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES SHORT-TERM NATIONAL MU | EXCHANGE TRADED FUND | 1001 | $5,467,571 | 51,860 | 0.00 | 0.00 | -31,175 | -37.54 | 12-31-2023 |
| PHILLIPS 66 | COMMON STOCK | 1002 | $5,450,015 | 40,934 | 0.00 | 0.00 | 3,595 | 9.63 | 12-31-2023 |
| ZOETIS INC | COMMON STOCK | 1003 | $5,395,789 | 27,338 | 0.00 | 0.00 | -21,589 | -44.12 | 12-31-2023 |
| MARRIOTT INTERNATIONAL INC/MD | COMMON STOCK | 1004 | $5,380,783 | 23,861 | 0.00 | 0.00 | -18,535 | -43.72 | 12-31-2023 |
