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 |
|---|---|---|---|---|---|---|---|---|---|
| AKAMAI TECHNOLOGIES INC | COMMON STOCK | 2551 | $497,898 | 4,207 | 0.00 | 0.00 | -18,800 | -81.71 | 12-31-2023 |
| BORGWARNER INC | COMMON STOCK | 2552 | $497,425 | 13,875 | 0.00 | 0.00 | -2,721 | -16.40 | 12-31-2023 |
| NETAPP INC | COMMON STOCK | 2553 | $495,859 | 5,625 | 0.00 | 5,625 | +Inf | 12-31-2023 | |
| EDISON INTERNATIONAL | COMMON STOCK | 2554 | $491,246 | 6,872 | 0.00 | 6,872 | +Inf | 12-31-2023 |
