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 |
|---|---|---|---|---|---|---|---|---|---|
| FS KKR CAPITAL CORP. MUTUAL FUND | MUTUAL FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,501 | -5.29 | 12-31-2023 |
| ISHARES J.P. MORGAN EM HIGH YI | EXCHANGE TRADED FUND | 2502 | $522,798 | 14,382 | 0.00 | 14,382 | +Inf | 12-31-2023 | |
| BRITISH AMERICAN TOBACCO PLC | COMMON STOCK | 2503 | $520,745 | 17,779 | 0.00 | 0.00 | -9,220 | -34.15 | 12-31-2023 |
| DAVITA INC | COMMON STOCK | 2504 | $518,667 | 4,951 | 0.00 | 0.00 | -4,537 | -47.82 | 12-31-2023 |
