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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SMALL-CAP GROWTH ETF | EXCHANGE TRADED FUND | 251 | $42,003,637 | 161,106 | 0.00 | 0.00 | -5,568 | -3.34 | 03-31-2024 |
| MASTERCARD INCORPORATED CLASS A | COMMON STOCK | 252 | $40,719,528 | 84,556 | 0.00 | 0.00 | -11,506 | -11.98 | 03-31-2024 |
| UNITEDHEALTH GROUP INCORPORATED | COMMON STOCK | 253 | $40,157,379 | 81,175 | 0.00 | 0.00 | -10,390 | -11.35 | 03-31-2024 |
| HEALTH CARE SELECT SECTOR SPDR FUND | EXCHANGE TRADED FUND | 254 | $39,751,281 | 269,081 | 0.00 | 0.00 | -14,039 | -4.96 | 03-31-2024 |
