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 |
|---|---|---|---|---|---|---|---|---|---|
| ON SEMICONDUCTOR CORP | COMMON STOCK | 2051 | $920,570 | 11,021 | 0.00 | 11,021 | +Inf | 12-31-2023 | |
| VANGUARD INTERNATIONAL HIGH DI | EXCHANGE TRADED FUND | 2052 | $907,347 | 13,646 | 0.00 | 0.00 | -1,375 | -9.15 | 12-31-2023 |
| SLR INVESTMENT CORP | MUTUAL FUND | 2053 | $907,061 | 60,350 | 0.00 | 0.00 | -106,600 | -63.85 | 12-31-2023 |
| BLACKROCK WORLD EX U.S. CARBON | EXCHANGE TRADED FUND | 2054 | $903,594 | 20,663 | 0.00 | 20,663 | +Inf | 12-31-2023 |
