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 |
|---|---|---|---|---|---|---|---|---|---|
| PACKAGING CORP OF AMERICA | COMMON STOCK | 2851 | $372,901 | 2,289 | 0.00 | 2,289 | +Inf | 12-31-2023 | |
| CRH PLC | COMMON STOCK | 2852 | $367,655 | 5,316 | 0.00 | 5,316 | +Inf | 12-31-2023 | |
| ARROW ELECTRONICS INC | COMMON STOCK | 2853 | $365,772 | 2,992 | 0.00 | 0.00 | -4,986 | -62.50 | 12-31-2023 |
| FIRST TRUST DORSEY WRIGHT MOME | EXCHANGE TRADED FUND | 2854 | $364,082 | 13,322 | 0.00 | 0.00 | -12,753 | -48.91 | 12-31-2023 |
