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 |
|---|---|---|---|---|---|---|---|---|---|
| APA CORP | COMMON STOCK | 2801 | $392,097 | 10,928 | 0.00 | 10,928 | +Inf | 12-31-2023 | |
| ATLANTICA SUSTAINABLE INFRASTR | COMMON STOCK | 2802 | $389,623 | 18,122 | 0.00 | 0.00 | -195,203 | -91.50 | 12-31-2023 |
| WESTERN DIGITAL CORP | COMMON STOCK | 2803 | $386,466 | 7,380 | 0.00 | 7,380 | +Inf | 12-31-2023 | |
| ISHARES ESG AWARE MSCI EAFE ET | EXCHANGE TRADED FUND | 2804 | $385,060 | 5,097 | 0.00 | 0.00 | -818 | -13.83 | 12-31-2023 |
