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 |
|---|---|---|---|---|---|---|---|---|---|
| VISTRA CORP. | COMMON STOCK | 2701 | $433,920 | 6,230 | 0.00 | 6,230 | +Inf | 03-31-2024 | |
| WASTE CONNECTIONS, INC. | COMMON STOCK | 2702 | $430,958 | 2,505 | 0.00 | 0.00 | -158 | -5.93 | 03-31-2024 |
| TAPESTRY, INC. | COMMON STOCK | 2703 | $430,202 | 9,061 | 0.00 | 0.00 | 556 | 6.54 | 03-31-2024 |
| EVERGY, INC. | COMMON STOCK | 2704 | $429,481 | 8,046 | 0.00 | 0.00 | 1,752 | 27.84 | 03-31-2024 |
