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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES 7-10 YEAR TREASURY BOND ETF | EXCHANGE TRADED FUND | 1251 | $3,118,783 | 32,947 | 0.00 | 0.00 | -33,503 | -50.42 | 03-31-2024 |
| U.S. BANCORP | COMMON STOCK | 1252 | $3,094,392 | 69,226 | 0.00 | 0.00 | -3,960 | -5.41 | 03-31-2024 |
| GSK PLC SPONSORED ADR | COMMON STOCK | 1253 | $3,046,647 | 71,067 | 0.00 | 0.00 | -36,213 | -33.76 | 03-31-2024 |
| CAPITAL ONE FINANCIAL CORP | COMMON STOCK | 1254 | $2,996,810 | 20,128 | 0.00 | 0.00 | -4,742 | -19.07 | 03-31-2024 |
