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 |
|---|---|---|---|---|---|---|---|---|---|
| LKQ CORP | COMMON STOCK | 2701 | $428,964 | 8,976 | 0.00 | 0.00 | 4,292 | 91.63 | 12-31-2023 |
| CF INDUSTRIES HOLDINGS INC | COMMON STOCK | 2702 | $428,909 | 5,395 | 0.00 | 5,395 | +Inf | 12-31-2023 | |
| ARROWMARK FINANCIAL CORP MUTUAL FUND | MUTUAL FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -22,000 | -47.31 | 12-31-2023 |
| DOORDASH INC | COMMON STOCK | 2704 | $427,007 | 4,318 | 0.00 | 4,318 | +Inf | 12-31-2023 |
