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 |
|---|---|---|---|---|---|---|---|---|---|
| DAVITA INC. | COMMON STOCK | 2301 | $672,718 | 4,873 | 0.00 | 0.00 | -78 | -1.58 | 03-31-2024 |
| VANGUARD ENERGY ETF | EXCHANGE TRADED FUND | 2302 | $665,672 | 5,054 | 0.00 | 0.00 | 7 | 0.14 | 03-31-2024 |
| SPDR PORTFOLIO S&P 600 SMALL CAP ETF | EXCHANGE TRADED FUND | 2303 | $659,817 | 15,330 | 0.00 | 0.00 | -1,047 | -6.39 | 03-31-2024 |
| SPDR BLOOMBERG INVESTMENT GRAD GRADE FLOATING RATE ETF | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 21,435 | +Inf | 12-31-2023 |
