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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN HOMES 4 RENT CLASS A | COMMON STOCK | 2651 | $450,592 | 12,251 | 0.00 | 0.00 | -1,121 | -8.38 | 03-31-2024 |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | EXCHANGE TRADED FUND | 2652 | $449,706 | 18,126 | 0.00 | 0.00 | 506 | 2.87 | 03-31-2024 |
| KELLANOVA | COMMON STOCK | 2653 | $449,580 | 7,847 | 0.00 | 0.00 | -166 | -2.07 | 03-31-2024 |
| CHENIERE ENERGY, INC. | COMMON STOCK | 2654 | $449,352 | 2,786 | 0.00 | 0.00 | -37 | -1.31 | 03-31-2024 |
