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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF | EXCHANGE TRADED FUND | 1401 | $2,356,481 | 89,058 | 0.00 | 0.00 | -17,173 | -16.17 | 03-31-2024 |
| YUM! BRANDS, INC. | COMMON STOCK | 1402 | $2,339,933 | 16,877 | 0.00 | 0.00 | -487 | -2.80 | 03-31-2024 |
| JPMORGAN ALERIAN MLP INDEX ETN | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,524 | -1.63 | 03-31-2024 |
| TRANE TECHNOLOGIES PLC | COMMON STOCK | 1404 | $2,303,443 | 7,673 | 0.00 | 0.00 | -607 | -7.33 | 03-31-2024 |
