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 |
|---|---|---|---|---|---|---|---|---|---|
| MONGODB, INC. CLASS A | COMMON STOCK | 1601 | $1,720,755 | 4,798 | 0.00 | 0.00 | -557 | -10.40 | 03-31-2024 |
| DIMENSIONAL ETF TRUST - DIMENS ETF | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -784 | -1.49 | 12-31-2023 |
| JOHNSON CONTROLS INTERNATIONAL PLC | COMMON STOCK | 1603 | $1,676,129 | 25,660 | 0.00 | 0.00 | 517 | 2.06 | 03-31-2024 |
| MOHAWK INDUSTRIES, INC. | COMMON STOCK | 1604 | $1,657,329 | 12,662 | 0.00 | 0.00 | -71 | -0.56 | 03-31-2024 |
