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 |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION BRANDS, INC. CLASS A | COMMON STOCK | 1701 | $1,462,891 | 5,383 | 0.00 | 0.00 | -111 | -2.02 | 03-31-2024 |
| KROGER CO. | COMMON STOCK | 1702 | $1,447,528 | 25,337 | 0.00 | 0.00 | 521 | 2.10 | 03-31-2024 |
| PUBLIC STORAGE | COMMON STOCK | 1703 | $1,447,119 | 4,989 | 0.00 | 0.00 | 212 | 4.44 | 03-31-2024 |
| HALLIBURTON COMPANY | COMMON STOCK | 1704 | $1,441,991 | 36,580 | 0.00 | 0.00 | -2,070 | -5.36 | 03-31-2024 |
