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 |
|---|---|---|---|---|---|---|---|---|---|
| COPART, INC. | COMMON STOCK | 301 | $36,279,812 | 626,378 | 0.00 | 0.00 | -26,422 | -4.05 | 03-31-2024 |
| VANGUARD TOTAL STOCK MARKET ETF | EXCHANGE TRADED FUND | 302 | $35,804,289 | 137,762 | 0.00 | 0.00 | -11,770 | -7.87 | 03-31-2024 |
| SALESFORCE, INC. | COMMON STOCK | 303 | $35,396,270 | 117,525 | 0.00 | 0.00 | -4,435 | -3.64 | 03-31-2024 |
| CVS HEALTH CORPORATION | COMMON STOCK | 304 | $34,362,679 | 430,826 | 0.00 | 0.00 | -12,326 | -2.78 | 03-31-2024 |
