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 |
|---|---|---|---|---|---|---|---|---|---|
| VERALTO CORP | COMMON STOCK | 1301 | $2,839,533 | 34,519 | 0.00 | 34,519 | +Inf | 12-31-2023 | |
| ISHARES IBONDS DEC 2025 TERM M | EXCHANGE TRADED FUND | 1302 | $2,819,892 | 106,231 | 0.00 | 0.00 | -13,326 | -11.15 | 12-31-2023 |
| EAGLE BANCORP INC | COMMON STOCK | 1303 | $2,817,427 | 93,478 | 0.00 | 0.00 | -177,268 | -65.47 | 12-31-2023 |
| VANGUARD MID-CAP GROWTH ETF | EXCHANGE TRADED FUND | 1304 | $2,810,604 | 12,800 | 0.00 | 0.00 | -8,458 | -39.79 | 12-31-2023 |
