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 |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHWEST AIRLINES CO | COMMON STOCK | 2751 | $407,217 | 14,100 | 0.00 | 14,100 | +Inf | 12-31-2023 | |
| VANGUARD TOTAL INTERNATIONAL S | EXCHANGE TRADED FUND | 2752 | $405,771 | 7,001 | 0.00 | 0.00 | -25,791 | -78.65 | 12-31-2023 |
| AFFIRM HOLDINGS INC | COMMON STOCK | 2753 | $405,061 | 8,243 | 0.00 | 8,243 | +Inf | 12-31-2023 | |
| BRIXMOR PROPERTY GROUP INC | COMMON STOCK | 2754 | $403,599 | 17,344 | 0.00 | 0.00 | 72 | 0.42 | 12-31-2023 |
