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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO SHORT TERM TREASURY ETF | EXCHANGE TRADED FUND | 1351 | $2,599,414 | 24,646 | 0.00 | 0.00 | -1,501 | -5.74 | 03-31-2024 |
| PROGRESSIVE CORPORATION | COMMON STOCK | 1352 | $2,596,382 | 12,554 | 0.00 | 0.00 | -1,043 | -7.67 | 03-31-2024 |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | EXCHANGE TRADED FUND | 1353 | $2,594,206 | 112,841 | 0.00 | 0.00 | 8,361 | 8.00 | 03-31-2024 |
| ENTERPRISE PRODUCTS PARTNERS L.P. | COMMON STOCK | 1354 | $2,548,690 | 87,344 | 0.00 | 0.00 | -22,725 | -20.65 | 03-31-2024 |
