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 |
|---|---|---|---|---|---|---|---|---|---|
| SABRA HEALTH CARE REIT, INC. CMN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 24,701 | +Inf | 12-31-2023 | |
| EVEREST GROUP, LTD. | COMMON STOCK | 2952 | $341,850 | 860 | 0.00 | 0.00 | -3 | -0.35 | 03-31-2024 |
| INCYTE CORPORATION | COMMON STOCK | 2953 | $339,427 | 5,958 | 0.00 | 0.00 | 510 | 9.36 | 03-31-2024 |
| ONTO INNOVATION, INC. | COMMON STOCK | 2954 | $337,895 | 1,866 | 0.00 | 0.00 | -20 | -1.06 | 03-31-2024 |
