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 |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION BRANDS INC | COMMON STOCK | 1751 | $1,328,145 | 5,494 | 0.00 | 0.00 | 4,161 | 312.15 | 12-31-2023 |
| DEVON ENERGY CORP | COMMON STOCK | 1752 | $1,321,904 | 29,181 | 0.00 | 0.00 | 16,522 | 130.52 | 12-31-2023 |
| TRADE DESK INC/THE | COMMON STOCK | 1753 | $1,320,622 | 18,352 | 0.00 | 0.00 | -3,917 | -17.59 | 12-31-2023 |
| DEXCOM INC | COMMON STOCK | 1754 | $1,318,253 | 10,623 | 0.00 | 0.00 | -5,102 | -32.45 | 12-31-2023 |
