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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK OF NEW YORK MELLON CORP | COMMON STOCK | 1551 | $1,841,297 | 31,956 | 0.00 | 0.00 | -65 | -0.20 | 03-31-2024 |
| SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF | EXCHANGE TRADED FUND | 1552 | $1,839,260 | 39,571 | 0.00 | 0.00 | -4,443 | -10.09 | 03-31-2024 |
| ISHARES MSCI GLOBAL MIN VOL FACTOR ETF | EXCHANGE TRADED FUND | 1553 | $1,829,280 | 17,377 | 0.00 | 0.00 | -223 | -1.27 | 03-31-2024 |
| ISHARES CORE HIGH DIVIDEND ETF | EXCHANGE TRADED FUND | 1554 | $1,813,537 | 16,455 | 0.00 | 0.00 | -863 | -4.98 | 03-31-2024 |
