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 |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER & GAMBLE CO/THE | COMMON STOCK | 201 | $51,485,636 | 351,342 | 0.00 | 0.00 | -158,788 | -31.13 | 12-31-2023 |
| PEPSICO INC | COMMON STOCK | 202 | $50,881,504 | 299,585 | 0.00 | 0.00 | -123,082 | -29.12 | 12-31-2023 |
| JPMORGAN ULTRA-SHORT INCOME ET | EXCHANGE TRADED FUND | 203 | $50,318,466 | 1,001,761 | 0.00 | 0.00 | -290,998 | -22.51 | 12-31-2023 |
| JOHNSON & JOHNSON | COMMON STOCK | 204 | $50,189,732 | 320,210 | 0.00 | 0.00 | -188,629 | -37.07 | 12-31-2023 |
