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 |
|---|---|---|---|---|---|---|---|---|---|
| TEXTRON INC | COMMON STOCK | 2301 | $671,507 | 8,350 | 0.00 | 8,350 | +Inf | 12-31-2023 | |
| CANADIAN NATIONAL RAILWAY CO | COMMON STOCK | 2302 | $662,744 | 5,275 | 0.00 | 0.00 | -346 | -6.16 | 12-31-2023 |
| SPDR PORTFOLIO S&P 500 ETF | EXCHANGE TRADED FUND | 2303 | $662,080 | 11,844 | 0.00 | 0.00 | -381 | -3.12 | 12-31-2023 |
| SPDR BLOOMBERG INVESTMENT GRAD GRADE FLOATING RATE ETF | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 21,435 | +Inf | 12-31-2023 |
