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 |
|---|---|---|---|---|---|---|---|---|---|
| BEST BUY CO INC | COMMON STOCK | 2651 | $445,742 | 5,694 | 0.00 | 5,694 | +Inf | 12-31-2023 | |
| ISHARES IBONDS DEC 2032 TERM C | EXCHANGE TRADED FUND | 2652 | $444,553 | 17,620 | 0.00 | 17,620 | +Inf | 12-31-2023 | |
| HUNTINGTON INGALLS INDUSTRIES | COMMON STOCK | 2653 | $443,539 | 1,708 | 0.00 | 1,708 | +Inf | 12-31-2023 | |
| ISHARES GLOBAL TECH ETF | EXCHANGE TRADED FUND | 2654 | $442,809 | 6,495 | 0.00 | 0.00 | -173 | -2.59 | 12-31-2023 |
