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 |
|---|---|---|---|---|---|---|---|---|---|
| VICI PROPERTIES INC | COMMON STOCK | 2001 | $978,796 | 30,702 | 0.00 | 0.00 | 14,477 | 89.23 | 12-31-2023 |
| MITSUBISHI UFJ FINANCIAL GROUP | COMMON STOCK | 2002 | $976,780 | 113,447 | 0.00 | 113,447 | +Inf | 12-31-2023 | |
| ILLUMINA INC | COMMON STOCK | 2003 | $971,477 | 6,977 | 0.00 | 0.00 | 3,030 | 76.77 | 12-31-2023 |
| INGERSOLL RAND INC | COMMON STOCK | 2004 | $967,297 | 12,507 | 0.00 | 12,507 | +Inf | 12-31-2023 |
