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 |
|---|---|---|---|---|---|---|---|---|---|
| ALERIAN MLP ETF | EXCHANGE TRADED FUND | 1101 | $4,174,038 | 87,949 | 0.00 | 0.00 | 731 | 0.84 | 03-31-2024 |
| ELEVANCE HEALTH, INC. | COMMON STOCK | 1102 | $4,130,010 | 7,965 | 0.00 | 0.00 | 255 | 3.31 | 03-31-2024 |
| ISHARES RUSSELL 1000 ETF | EXCHANGE TRADED FUND | 1103 | $4,092,022 | 14,207 | 0.00 | 0.00 | -5,476 | -27.82 | 03-31-2024 |
| PRUDENTIAL FINANCIAL, INC. | COMMON STOCK | 1104 | $4,042,589 | 34,434 | 0.00 | 0.00 | -3,146 | -8.37 | 03-31-2024 |
