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 |
|---|---|---|---|---|---|---|---|---|---|
| T. ROWE PRICE GROUP | COMMON STOCK | 1451 | $2,151,365 | 17,646 | 0.00 | 0.00 | 908 | 5.42 | 03-31-2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | COMMON STOCK | 1452 | $2,144,634 | 13,271 | 0.00 | 0.00 | -1,543 | -10.42 | 03-31-2024 |
| ISHARES EMERGING MARKETS DIVIDEND ETF | EXCHANGE TRADED FUND | 1453 | $2,133,915 | 81,572 | 0.00 | 0.00 | -46,938 | -36.52 | 03-31-2024 |
| BECTON, DICKINSON AND COMPANY | COMMON STOCK | 1454 | $2,131,802 | 8,615 | 0.00 | 0.00 | -577 | -6.28 | 03-31-2024 |
