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 |
|---|---|---|---|---|---|---|---|---|---|
| COINBASE GLOBAL, INC. CLASS A | COMMON STOCK | 1801 | $1,269,416 | 4,788 | 0.00 | 0.00 | 911 | 23.50 | 03-31-2024 |
| GE HEALTHCARE TECHNOLOGIES INC. | COMMON STOCK | 1802 | $1,259,616 | 13,856 | 0.00 | 0.00 | -922 | -6.24 | 03-31-2024 |
| HILTON WORLDWIDE HOLDINGS INC | COMMON STOCK | 1803 | $1,257,387 | 5,895 | 0.00 | 0.00 | 108 | 1.87 | 03-31-2024 |
| CENTENE CORPORATION | COMMON STOCK | 1804 | $1,252,016 | 15,953 | 0.00 | 0.00 | -600 | -3.62 | 03-31-2024 |
