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 |
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 |