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 |
|---|---|---|---|---|---|---|---|---|---|
| VIATRIS INC | COMMON STOCK | 2151 | $800,844 | 73,947 | 0.00 | 0.00 | -67,598 | -47.76 | 12-31-2023 |
| HUNTINGTON BANCSHARES INC/OH | COMMON STOCK | 2152 | $798,053 | 62,740 | 0.00 | 0.00 | 24,654 | 64.73 | 12-31-2023 |
| ISHARES CORE GROWTH ALLOCATION | EXCHANGE TRADED FUND | 2153 | $796,200 | 14,969 | 0.00 | 0.00 | -2,712 | -15.34 | 12-31-2023 |
| EQUINOR ASA | COMMON STOCK | 2154 | $795,905 | 25,155 | 0.00 | 0.00 | 10,686 | 73.85 | 12-31-2023 |
