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 |
|---|---|---|---|---|---|---|---|---|---|
| UBER TECHNOLOGIES, INC. | COMMON STOCK | 1001 | $5,381,138 | 69,894 | 0.00 | 0.00 | -5,277 | -7.02 | 03-31-2024 |
| MARRIOTT INTERNATIONAL, INC. CLASS A | COMMON STOCK | 1002 | $5,371,794 | 21,290 | 0.00 | 0.00 | -2,571 | -10.77 | 03-31-2024 |
| GENERAL MILLS, INC. | COMMON STOCK | 1003 | $5,371,085 | 76,763 | 0.00 | 0.00 | -34,595 | -31.07 | 03-31-2024 |
| ISHARES U.S. SMALLCAP EQUITY FACTOR ETF | EXCHANGE TRADED FUND | 1004 | $5,299,303 | 83,349 | 0.00 | 0.00 | 1,004 | 1.22 | 03-31-2024 |
