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 |
|---|---|---|---|---|---|---|---|---|---|
| TARGET CORP | COMMON STOCK | 1151 | $3,759,629 | 26,398 | 0.00 | 0.00 | 5,771 | 27.98 | 12-31-2023 |
| TRUIST FINANCIAL CORP | COMMON STOCK | 1152 | $3,736,305 | 101,200 | 0.00 | 0.00 | -94,902 | -48.39 | 12-31-2023 |
| ALERIAN MLP ETF | EXCHANGE TRADED FUND | 1153 | $3,708,489 | 87,218 | 0.00 | 0.00 | -23,789 | -21.43 | 12-31-2023 |
| KIMBERLY-CLARK CORP | COMMON STOCK | 1154 | $3,672,733 | 30,226 | 0.00 | 0.00 | 5,294 | 21.23 | 12-31-2023 |
