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
PNC FINANCIAL SERVICES GROUP I COMMON STOCK 1401 $2,293,918 14,814 0.00 0.00 -11,674 -44.07 12-31-2023
SPDR GOLD SHARES EXCHANGE TRADED FUND 1402 $2,282,904 11,942 0.00 0.00 -58,868 -83.14 12-31-2023
DIMENSIONAL US SMALL CAP ETF EXCHANGE TRADED FUND 1403 $2,279,874 38,240 0.00 0.00 -66,528 -63.50 12-31-2023
SAP SE COMMON STOCK 1404 $2,274,110 14,711 0.00 0.00 -802 -5.17 12-31-2023
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