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 |
|---|---|---|---|---|---|---|---|---|---|
| XCEL ENERGY INC. | COMMON STOCK | 2251 | $725,513 | 13,498 | 0.00 | 0.00 | -10,532 | -43.83 | 03-31-2024 |
| UBS GROUP AG | COMMON STOCK | 2252 | $720,958 | 23,469 | 0.00 | 0.00 | -2,615 | -10.03 | 03-31-2024 |
| DARDEN RESTAURANTS, INC. | COMMON STOCK | 2253 | $714,598 | 4,275 | 0.00 | 0.00 | -181 | -4.06 | 03-31-2024 |
| CHARTER COMMUNICATIONS, INC. CLASS A | COMMON STOCK | 2254 | $709,071 | 2,440 | 0.00 | 0.00 | -1,115 | -31.36 | 03-31-2024 |
