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 |
|---|---|---|---|---|---|---|---|---|---|
| SPOTIFY TECHNOLOGY SA | COMMON STOCK | 2351 | $637,846 | 2,417 | 0.00 | 0.00 | 40 | 1.68 | 03-31-2024 |
| AECOM | COMMON STOCK | 2352 | $637,226 | 6,497 | 0.00 | 0.00 | -68 | -1.04 | 03-31-2024 |
| HONDA MOTOR CO., LTD. SPONSORED ADR | COMMON STOCK | 2353 | $636,772 | 17,104 | 0.00 | 0.00 | 2,558 | 17.59 | 03-31-2024 |
| EQUITY RESIDENTIAL | COMMON STOCK | 2354 | $632,993 | 10,030 | 0.00 | 0.00 | -319 | -3.08 | 03-31-2024 |
