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 |
|---|---|---|---|---|---|---|---|---|---|
| WESTERN DIGITAL CORPORATION | COMMON STOCK | 2551 | $503,141 | 7,373 | 0.00 | 0.00 | -7 | -0.09 | 03-31-2024 |
| ZIONS BANCORPORATION, N.A. | COMMON STOCK | 2552 | $503,007 | 11,590 | 0.00 | 0.00 | -830 | -6.68 | 03-31-2024 |
| FIRST TRUST SENIOR LOAN FUND | EXCHANGE TRADED FUND | 2553 | $499,679 | 10,813 | 0.00 | 0.00 | -15,760 | -59.31 | 03-31-2024 |
| VERTIV HOLDINGS CO. CLASS A | COMMON STOCK | 2554 | $493,890 | 6,047 | 0.00 | 0.00 | -1,049 | -14.78 | 03-31-2024 |
