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 |
|---|---|---|---|---|---|---|---|---|---|
| STEEL DYNAMICS, INC. | COMMON STOCK | 2201 | $766,794 | 5,173 | 0.00 | 0.00 | -198 | -3.69 | 03-31-2024 |
| ISHARES US HEALTH CARE PROVIDERS ETF | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -77 | -2.42 | 12-31-2023 |
| AES CORPORATION | COMMON STOCK | 2203 | $764,737 | 42,651 | 0.00 | 0.00 | -19,038 | -30.86 | 03-31-2024 |
| ISHARES S&P MID-CAP 400 VALUE ETF | EXCHANGE TRADED FUND | 2204 | $763,604 | 6,455 | 0.00 | 0.00 | -128 | -1.94 | 03-31-2024 |
