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 |
|---|---|---|---|---|---|---|---|---|---|
| ESTEE LAUDER COS INC/THE | COMMON STOCK | 1601 | $1,679,939 | 11,487 | 0.00 | 0.00 | -4,652 | -28.82 | 12-31-2023 |
| VANGUARD TOTAL INTERNATIONAL B | EXCHANGE TRADED FUND | 1602 | $1,679,503 | 34,022 | 0.00 | 0.00 | -66,916 | -66.29 | 12-31-2023 |
| ARISTA NETWORKS INC | COMMON STOCK | 1603 | $1,671,768 | 7,099 | 0.00 | 0.00 | 4,944 | 229.42 | 12-31-2023 |
| BANK OF NEW YORK MELLON CORP/T | COMMON STOCK | 1604 | $1,666,695 | 32,021 | 0.00 | 0.00 | 16,122 | 101.40 | 12-31-2023 |
