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 |
|---|---|---|---|---|---|---|---|---|---|
| BUILDERS FIRSTSOURCE, INC. | COMMON STOCK | 2451 | $574,347 | 2,754 | 0.00 | 0.00 | 216 | 8.51 | 03-31-2024 |
| GLOBAL PAYMENTS INC. | COMMON STOCK | 2452 | $574,142 | 4,296 | 0.00 | 0.00 | -200 | -4.45 | 03-31-2024 |
| AVERY DENNISON CORPORATION | COMMON STOCK | 2453 | $573,976 | 2,571 | 0.00 | 0.00 | -171 | -6.24 | 03-31-2024 |
| DOLLAR TREE, INC. | COMMON STOCK | 2454 | $566,627 | 4,256 | 0.00 | 0.00 | -8 | -0.19 | 03-31-2024 |
