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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES EXPONENTIAL TECHNOLOGIES ETF | EXCHANGE TRADED FUND | 2751 | $413,007 | 6,927 | 0.00 | 0.00 | 200 | 2.97 | 03-31-2024 |
| UTILITIES SELECT SECTOR SPDR FUND | EXCHANGE TRADED FUND | 2752 | $410,370 | 6,251 | 0.00 | 0.00 | -566 | -8.30 | 03-31-2024 |
| NEWMONT CORPORATION | COMMON STOCK | 2753 | $409,319 | 11,421 | 0.00 | 0.00 | -4,997 | -30.44 | 03-31-2024 |
| BARCLAYS PLC SPONSORED ADR | COMMON STOCK | 2754 | $409,307 | 43,313 | 0.00 | 0.00 | 4,234 | 10.83 | 03-31-2024 |
