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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETF | EXCHANGE TRADED FUND | 1751 | $1,364,337 | 27,092 | 0.00 | 0.00 | 19,447 | 254.38 | 03-31-2024 |
| EVERSOURCE ENERGY | COMMON STOCK | 1752 | $1,345,387 | 22,509 | 0.00 | 0.00 | 2,949 | 15.08 | 03-31-2024 |
| IDEXX LABORATORIES, INC. | COMMON STOCK | 1753 | $1,341,276 | 2,484 | 0.00 | 0.00 | -128 | -4.90 | 03-31-2024 |
| HUBSPOT, INC. | COMMON STOCK | 1754 | $1,325,775 | 2,116 | 0.00 | 0.00 | 186 | 9.64 | 03-31-2024 |
