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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MID-CAP VALUE ETF | EXCHANGE TRADED FUND | 1951 | $1,041,991 | 7,186 | 0.00 | 0.00 | -23,268 | -76.40 | 12-31-2023 |
| WEYERHAEUSER CO | COMMON STOCK | 1952 | $1,039,674 | 29,901 | 0.00 | 0.00 | 14,792 | 97.90 | 12-31-2023 |
| DELTA AIR LINES INC | COMMON STOCK | 1953 | $1,037,789 | 25,796 | 0.00 | 0.00 | -87 | -0.34 | 12-31-2023 |
| CONSOLIDATED EDISON INC | COMMON STOCK | 1954 | $1,034,775 | 11,375 | 0.00 | 0.00 | 6,821 | 149.78 | 12-31-2023 |
