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 |
|---|---|---|---|---|---|---|---|---|---|
| AON PLC | COMMON STOCK | 1801 | $1,246,843 | 4,284 | 0.00 | 0.00 | 1,134 | 36.00 | 12-31-2023 |
| REGIONS FINANCIAL CORP | COMMON STOCK | 1802 | $1,240,168 | 63,992 | 0.00 | 0.00 | -4,623 | -6.74 | 12-31-2023 |
| RESMED INC | COMMON STOCK | 1803 | $1,240,038 | 7,209 | 0.00 | 0.00 | 5,508 | 323.81 | 12-31-2023 |
| CENTENE CORP | COMMON STOCK | 1804 | $1,228,421 | 16,553 | 0.00 | 0.00 | 10,695 | 182.57 | 12-31-2023 |
