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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD ESG US STOCK ETF | EXCHANGE TRADED FUND | 2201 | $760,011 | 8,935 | 0.00 | 0.00 | -79 | -0.88 | 12-31-2023 |
| WORKDAY INC | COMMON STOCK | 2202 | $759,441 | 2,751 | 0.00 | 2,751 | +Inf | 12-31-2023 | |
| KENVUE INC | COMMON STOCK | 2203 | $757,187 | 35,169 | 0.00 | 35,169 | +Inf | 12-31-2023 | |
| ISHARES GOLD TRUST | EXCHANGE TRADED FUND | 2204 | $756,753 | 19,389 | 0.00 | 0.00 | -11,146 | -36.50 | 12-31-2023 |
