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 |
|---|---|---|---|---|---|---|---|---|---|
| OGE ENERGY CORP | COMMON STOCK | 3001 | $316,710 | 9,067 | 0.00 | 0.00 | -4,288 | -32.11 | 12-31-2023 |
| AMEREN CORP | COMMON STOCK | 3002 | $316,635 | 4,377 | 0.00 | 4,377 | +Inf | 12-31-2023 | |
| FAIR ISAAC CORP | COMMON STOCK | 3003 | $314,283 | 270 | 0.00 | 270 | +Inf | 12-31-2023 | |
| TAPESTRY INC | COMMON STOCK | 3004 | $313,069 | 8,505 | 0.00 | 8,505 | +Inf | 12-31-2023 |
