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 |
|---|---|---|---|---|---|---|---|---|---|
| APTIV PLC | COMMON STOCK | 1201 | $3,419,785 | 42,935 | 0.00 | 0.00 | 2,865 | 7.15 | 03-31-2024 |
| AVANTOR INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -102,787 | -40.96 | 03-31-2024 |
| AIRBNB, INC. CLASS A | COMMON STOCK | 1203 | $3,361,164 | 20,376 | 0.00 | 0.00 | 3,193 | 18.58 | 03-31-2024 |
| ASTRAZENECA PLC SPONSORED ADR | COMMON STOCK | 1204 | $3,346,282 | 49,392 | 0.00 | 0.00 | -2,831 | -5.42 | 03-31-2024 |
