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
CHECK POINT SOFTWARE TECHNOLOG COMMON STOCK 1051 $4,849,762 31,741 0.00 0.00 -43,430 -57.77 12-31-2023
DOVER CORP COMMON STOCK 1052 $4,845,733 31,505 0.00 0.00 -80,973 -71.99 12-31-2023
ISHARES U.S. SMALL-CAP EQUITY EXCHANGE TRADED FUND 1053 $4,843,523 82,345 0.00 0.00 -17,341 -17.40 12-31-2023
FIRST TRUST LOW DURATION OPPOR EXCHANGE TRADED FUND 1054 $4,837,079 100,105 0.00 0.00 -184,125 -64.78 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6