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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE JAPAN HEDGED EQUITY FUND | EXCHANGE TRADED FUND | 2001 | $984,746 | 9,076 | 0.00 | 9,076 | +Inf | 03-31-2024 | |
| FORTIVE CORP. | COMMON STOCK | 2002 | $984,379 | 11,444 | 0.00 | 0.00 | -712 | -5.86 | 03-31-2024 |
| VIATRIS, INC. | COMMON STOCK | 2003 | $983,231 | 82,348 | 0.00 | 0.00 | 8,401 | 11.36 | 03-31-2024 |
| STATE STREET CORPORATION | COMMON STOCK | 2004 | $981,884 | 12,699 | 0.00 | 0.00 | -1,414 | -10.02 | 03-31-2024 |
