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
ISHARES U.S. UTILITIES ETF EXCHANGE TRADED FUND Liquidated $0 0 0.00 0.00 -400 -1.84 12-31-2023
CORTEVA INC COMMON STOCK 1652 $1,557,645 32,505 0.00 0.00 -133,751 -80.45 12-31-2023
WHIRLPOOL CORP COMMON STOCK 1653 $1,539,764 12,645 0.00 0.00 -23,901 -65.40 12-31-2023
ALEXANDRIA REAL ESTATE EQUITIE COMMON STOCK 1654 $1,536,825 12,123 0.00 0.00 5,653 87.37 12-31-2023
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