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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET ETF | EXCHANGE TRADED FUND | 1951 | $1,042,903 | 14,359 | 0.00 | 0.00 | -16,096 | -52.85 | 03-31-2024 |
| AGILENT TECHNOLOGIES, INC. | COMMON STOCK | 1952 | $1,042,331 | 7,163 | 0.00 | 0.00 | -687 | -8.75 | 03-31-2024 |
| ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | EXCHANGE TRADED FUND | 1953 | $1,041,968 | 28,477 | 0.00 | 0.00 | 474 | 1.69 | 03-31-2024 |
| SONY GROUP CORPORATION SPONSORED ADR | COMMON STOCK | 1954 | $1,037,477 | 12,100 | 0.00 | 0.00 | 20 | 0.17 | 03-31-2024 |
