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 |
|---|---|---|---|---|---|---|---|---|---|
| BAXTER INTERNATIONAL INC | COMMON STOCK | 2251 | $719,669 | 18,615 | 0.00 | 0.00 | 10,801 | 138.23 | 12-31-2023 |
| SUN COMMUNITIES INC | COMMON STOCK | 2252 | $719,075 | 5,380 | 0.00 | 0.00 | -285 | -5.03 | 12-31-2023 |
| CDW CORP/DE | COMMON STOCK | 2253 | $712,819 | 3,136 | 0.00 | 3,136 | +Inf | 12-31-2023 | |
| METTLER-TOLEDO INTERNATIONAL I | COMMON STOCK | 2254 | $709,611 | 585 | 0.00 | 0.00 | 291 | 98.98 | 12-31-2023 |
