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 |
|---|---|---|---|---|---|---|---|---|---|
| BRITISH AMERICAN TOBACCO PLC SPONSORED ADR | COMMON STOCK | 2801 | $394,229 | 12,926 | 0.00 | 0.00 | -4,853 | -27.30 | 03-31-2024 |
| LOEWS CORPORATION | COMMON STOCK | 2802 | $393,720 | 5,029 | 0.00 | 0.00 | -984 | -16.36 | 03-31-2024 |
| CANADIAN NATURAL RESOURCES LIMITED | COMMON STOCK | 2803 | $392,530 | 5,143 | 0.00 | 0.00 | -168 | -3.16 | 03-31-2024 |
| ISHARES U.S. ENERGY ETF | EXCHANGE TRADED FUND | 2804 | $390,600 | 7,907 | 0.00 | 0.00 | -6,492 | -45.09 | 03-31-2024 |
