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
ISHARES EMERGING MARKETS DIVID EXCHANGE TRADED FUND 1201 $3,404,220 128,510 0.00 0.00 -368,490 -74.14 12-31-2023
AVANTOR INC COMMON STOCK 1202 $3,381,968 148,137 0.00 0.00 -102,787 -40.96 12-31-2023
ISHARES IBONDS DEC 2025 TERM T EXCHANGE TRADED FUND 1203 $3,380,791 145,223 0.00 145,223 +Inf 12-31-2023
SIMON PROPERTY GROUP INC COMMON STOCK 1204 $3,379,738 23,694 0.00 0.00 -24,448 -50.78 12-31-2023
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