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 |
|---|---|---|---|---|---|---|---|---|---|
| ICON PLC | COMMON STOCK | 2401 | $606,726 | 1,806 | 0.00 | 0.00 | -169 | -8.56 | 03-31-2024 |
| VANGUARD LONG-TERM CORPORATE BOND ETF | EXCHANGE TRADED FUND | 2402 | $606,682 | 7,755 | 0.00 | 0.00 | -734 | -8.65 | 03-31-2024 |
| PATHWARD FINANCIAL, INC. | COMMON STOCK | 2403 | $606,618 | 12,017 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DTE ENERGY COMPANY | COMMON STOCK | 2404 | $601,242 | 5,362 | 0.00 | 0.00 | -165 | -2.99 | 03-31-2024 |
