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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD UTILITIES ETF | EXCHANGE TRADED FUND | 1451 | $2,121,129 | 15,475 | 0.00 | 0.00 | -54 | -0.35 | 12-31-2023 |
| FIRST TRUST NYSE ARCA CMN | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | 579 | 4.25 | 12-31-2023 |
| SPDR NUVEEN BLOOMBERG MUNICIPA | EXCHANGE TRADED FUND | 1453 | $2,068,658 | 44,014 | 0.00 | 0.00 | -38,954 | -46.95 | 12-31-2023 |
| VANECK GOLD MINERS ETF ETF | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -26,261 | -25.55 | 12-31-2023 |
