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 |
|---|---|---|---|---|---|---|---|---|---|
| QUALCOMM INCORPORATED | COMMON STOCK | 151 | $67,601,664 | 399,301 | 0.00 | 0.00 | -9,959 | -2.43 | 03-31-2024 |
| ISHARES NATIONAL MUNI BOND ETF | EXCHANGE TRADED FUND | 152 | $66,464,230 | 617,697 | 0.00 | 0.00 | -15,924 | -2.51 | 03-31-2024 |
| ADOBE INC. | COMMON STOCK | 153 | $65,832,555 | 130,465 | 0.00 | 0.00 | -3,217 | -2.41 | 03-31-2024 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | EXCHANGE TRADED FUND | 154 | $65,389,256 | 667,646 | 0.00 | 0.00 | 6,247 | 0.94 | 03-31-2024 |
