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 |
|---|---|---|---|---|---|---|---|---|---|
| ALEXANDRIA REAL ESTATE EQUITIES, INC. | COMMON STOCK | 1651 | $1,573,016 | 12,202 | 0.00 | 0.00 | 79 | 0.65 | 03-31-2024 |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | EXCHANGE TRADED FUND | 1652 | $1,571,695 | 76,705 | 0.00 | 0.00 | -545 | -0.71 | 03-31-2024 |
| ISHARES U.S. UTILITIES ETF | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -400 | -1.84 | 12-31-2023 |
| STERICYCLE, INC. | COMMON STOCK | 1654 | $1,564,934 | 29,667 | 0.00 | 0.00 | -2,296 | -7.18 | 03-31-2024 |
