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 |
|---|---|---|---|---|---|---|---|---|---|
| W. P. CAREY INC. | COMMON STOCK | 2851 | $379,429 | 6,723 | 0.00 | 0.00 | -840 | -11.11 | 03-31-2024 |
| INTERNATIONAL PAPER COMPANY | COMMON STOCK | 2852 | $379,237 | 9,719 | 0.00 | 0.00 | -1,193 | -10.93 | 03-31-2024 |
| VALVOLINE, INC. | COMMON STOCK | 2853 | $377,285 | 8,465 | 0.00 | 8,465 | +Inf | 03-31-2024 | |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | EXCHANGE TRADED FUND | 2854 | $376,975 | 6,252 | 0.00 | 0.00 | -749 | -10.70 | 03-31-2024 |
