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 |
|---|---|---|---|---|---|---|---|---|---|
| MITSUBISHI UFJ FINANCIAL GROUP, INC. SPONSORED ADR | COMMON STOCK | 1901 | $1,097,589 | 107,291 | 0.00 | 0.00 | -6,156 | -5.43 | 03-31-2024 |
| ULTA BEAUTY INC. | COMMON STOCK | 1902 | $1,090,743 | 2,086 | 0.00 | 0.00 | -159 | -7.08 | 03-31-2024 |
| HUMANA INC. | COMMON STOCK | 1903 | $1,087,262 | 3,136 | 0.00 | 0.00 | -1,102 | -26.00 | 03-31-2024 |
| FASTENAL COMPANY | COMMON STOCK | 1904 | $1,086,124 | 14,080 | 0.00 | 0.00 | 3,406 | 31.91 | 03-31-2024 |
