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 |
|---|---|---|---|---|---|---|---|---|---|
| CHIPOTLE MEXICAN GRILL INC | COMMON STOCK | 1501 | $1,975,933 | 864 | 0.00 | 0.00 | 315 | 57.38 | 12-31-2023 |
| XPO INC | COMMON STOCK | 1502 | $1,973,403 | 22,530 | 0.00 | 0.00 | -181,755 | -88.97 | 12-31-2023 |
| VALERO ENERGY CORP | COMMON STOCK | 1503 | $1,972,553 | 15,173 | 0.00 | 0.00 | 7,788 | 105.46 | 12-31-2023 |
| CARRIER GLOBAL CORP | COMMON STOCK | 1504 | $1,950,983 | 33,960 | 0.00 | 0.00 | -2,230 | -6.16 | 12-31-2023 |
