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 |
|---|---|---|---|---|---|---|---|---|---|
| WALGREENS BOOTS ALLIANCE, INC. | COMMON STOCK | 2051 | $921,669 | 42,493 | 0.00 | 0.00 | -10,058 | -19.14 | 03-31-2024 |
| VICI PROPERTIES INC | COMMON STOCK | 2052 | $917,659 | 30,804 | 0.00 | 0.00 | 102 | 0.33 | 03-31-2024 |
| SLR INVESTMENT CORP | MUTUAL FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -106,600 | -63.85 | 03-31-2024 |
| WINTRUST FINANCIAL CORPORATION | COMMON STOCK | 2054 | $904,853 | 8,668 | 0.00 | 0.00 | 124 | 1.45 | 03-31-2024 |
