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 |
|---|---|---|---|---|---|---|---|---|---|
| REAL ESTATE SELECT SECTOR SPDR FUND | EXCHANGE TRADED FUND | 2501 | $541,345 | 13,695 | 0.00 | 13,695 | +Inf | 03-31-2024 | |
| INGREDION INC CMN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -516 | -8.59 | 12-31-2023 |
| SOUTHERN COPPER CORPORATION | COMMON STOCK | 2503 | $538,510 | 5,108 | 0.00 | 0.00 | -1,242 | -19.56 | 03-31-2024 |
| SABINE RTY TRUST U.B.I. CMN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 4,040 | 98.13 | 12-31-2023 |
