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 |
|---|---|---|---|---|---|---|---|---|---|
| MICROCHIP TECHNOLOGY INC | COMMON STOCK | 1251 | $3,102,960 | 34,409 | 0.00 | 0.00 | 10,001 | 40.97 | 12-31-2023 |
| 3M CO | COMMON STOCK | 1252 | $3,081,888 | 28,191 | 0.00 | 0.00 | -12,079 | -30.00 | 12-31-2023 |
| WW GRAINGER INC | COMMON STOCK | 1253 | $3,071,967 | 3,707 | 0.00 | 0.00 | 995 | 36.69 | 12-31-2023 |
| EQUINIX INC | COMMON STOCK | 1254 | $3,033,033 | 3,766 | 0.00 | 0.00 | 1,070 | 39.69 | 12-31-2023 |
