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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MEGA CAP GROWTH ETF | EXCHANGE TRADED FUND | 1301 | $2,867,398 | 10,005 | 0.00 | 0.00 | -226 | -2.21 | 03-31-2024 |
| NUCOR CORPORATION | COMMON STOCK | 1302 | $2,850,607 | 14,404 | 0.00 | 0.00 | -427 | -2.88 | 03-31-2024 |
| MICRON TECHNOLOGY, INC. | COMMON STOCK | 1303 | $2,823,408 | 23,950 | 0.00 | 0.00 | -6,315 | -20.87 | 03-31-2024 |
| FIRST TRUST LOW DURATION OPPORTUNITIES ETF | EXCHANGE TRADED FUND | 1304 | $2,823,020 | 58,508 | 0.00 | 0.00 | -41,597 | -41.55 | 03-31-2024 |
