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 |
|---|---|---|---|---|---|---|---|---|---|
| PHILIP MORRIS INTERNATIONAL INC. | COMMON STOCK | 1051 | $4,798,297 | 52,372 | 0.00 | 0.00 | -1,559 | -2.89 | 03-31-2024 |
| INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF | EXCHANGE TRADED FUND | 1052 | $4,791,469 | 232,032 | 0.00 | 0.00 | -144,121 | -38.31 | 03-31-2024 |
| CROWN CASTLE INC. | COMMON STOCK | 1053 | $4,786,865 | 45,232 | 0.00 | 0.00 | -14,305 | -24.03 | 03-31-2024 |
| CHECK POINT SOFTWARE TECHNOLOGIES LTD. | COMMON STOCK | 1054 | $4,736,176 | 28,877 | 0.00 | 0.00 | -2,864 | -9.02 | 03-31-2024 |
