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 |
|---|---|---|---|---|---|---|---|---|---|
| HOLLY ENERGY PARTNERS, L.P CMN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,894 | 22.24 | 12-31-2023 |
| HOWMET AEROSPACE INC | COMMON STOCK | 2602 | $467,218 | 8,633 | 0.00 | 8,633 | +Inf | 12-31-2023 | |
| SPDR BLOOMBERG 3-12 MONTH T-BI | EXCHANGE TRADED FUND | 2603 | $466,062 | 4,702 | 0.00 | 0.00 | -3,807 | -44.74 | 12-31-2023 |
| UNITED AIRLINES HOLDINGS INC | COMMON STOCK | 2604 | $465,495 | 11,282 | 0.00 | 11,282 | +Inf | 12-31-2023 |
