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 |
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 |