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 |
|---|---|---|---|---|---|---|---|---|---|
| DELTA AIR LINES, INC. | COMMON STOCK | 1851 | $1,188,220 | 24,822 | 0.00 | 0.00 | -974 | -3.78 | 03-31-2024 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | EXCHANGE TRADED FUND | 1852 | $1,186,317 | 24,117 | 0.00 | 0.00 | -9,905 | -29.11 | 03-31-2024 |
| ISHRS MSCI USA ESG SELECT ETF | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | 350 | 2.73 | 12-31-2023 |
| ARGENX SE SPONSORED ADR CMN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 2,399 | +Inf | 12-31-2023 |
