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 |
|---|---|---|---|---|---|---|---|---|---|
| BAKER HUGHES CO | COMMON STOCK | 2401 | $602,491 | 17,627 | 0.00 | 17,627 | +Inf | 12-31-2023 | |
| ELECTRONIC ARTS INC | COMMON STOCK | 2402 | $596,920 | 4,363 | 0.00 | 4,363 | +Inf | 12-31-2023 | |
| VANGUARD ENERGY ETF | EXCHANGE TRADED FUND | 2403 | $591,965 | 5,047 | 0.00 | 0.00 | -601 | -10.64 | 12-31-2023 |
| ISHARES MSCI USA VALUE FACTOR | EXCHANGE TRADED FUND | 2404 | $590,960 | 5,842 | 0.00 | 0.00 | -580 | -9.03 | 12-31-2023 |
