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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TRUST | EXCHANGE TRADED FUND | 1151 | $3,744,016 | 6,729 | 0.00 | 0.00 | -196 | -2.83 | 03-31-2024 |
| SIMON PROPERTY GROUP, INC. | COMMON STOCK | 1152 | $3,711,823 | 23,719 | 0.00 | 0.00 | 25 | 0.11 | 03-31-2024 |
| CADENCE DESIGN SYSTEMS, INC. | COMMON STOCK | 1153 | $3,709,533 | 11,917 | 0.00 | 0.00 | -59 | -0.49 | 03-31-2024 |
| W.W. GRAINGER, INC. | COMMON STOCK | 1154 | $3,702,990 | 3,640 | 0.00 | 0.00 | -67 | -1.81 | 03-31-2024 |
