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 |
|---|---|---|---|---|---|---|---|---|---|
| FISERV INC | COMMON STOCK | 1101 | $4,220,198 | 31,769 | 0.00 | 0.00 | 9,054 | 39.86 | 12-31-2023 |
| ISHARES MSCI KLD 400 SOCIAL ET | EXCHANGE TRADED FUND | 1102 | $4,100,918 | 45,040 | 0.00 | 0.00 | 33,516 | 290.84 | 12-31-2023 |
| VERTEX PHARMACEUTICALS INC | COMMON STOCK | 1103 | $4,078,014 | 10,022 | 0.00 | 0.00 | 1,437 | 16.74 | 12-31-2023 |
| DIMENSIONAL US MARKETWIDE VALU | EXCHANGE TRADED FUND | 1104 | $4,028,234 | 108,228 | 0.00 | 0.00 | -153,971 | -58.72 | 12-31-2023 |
