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 |
|---|---|---|---|---|---|---|---|---|---|
| NEWS CORP | COMMON STOCK | 2901 | $353,791 | 14,411 | 0.00 | 14,411 | +Inf | 12-31-2023 | |
| SCHWAB FUNDAMENTAL U S LARGE C INDEX ETF | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -16,945 | -72.88 | 12-31-2023 |
| GLOBE LIFE INC | COMMON STOCK | 2903 | $351,162 | 2,885 | 0.00 | 2,885 | +Inf | 12-31-2023 | |
| ISHARES U.S. BASIC MATERIALS E | EXCHANGE TRADED FUND | 2904 | $350,236 | 2,535 | 0.00 | 0.00 | -228 | -8.25 | 12-31-2023 |
