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 |
|---|---|---|---|---|---|---|---|---|---|
| LLOYDS BANKING GROUP PLC SPONSORED ADR | COMMON STOCK | 3001 | $327,539 | 126,463 | 0.00 | 0.00 | -11,902 | -8.60 | 03-31-2024 |
| COOPER COMPANIES, INC. | COMMON STOCK | 3002 | $326,701 | 3,220 | 0.00 | 3,220 | +Inf | 03-31-2024 | |
| CARNIVAL CORPORATION | COMMON STOCK | 3003 | $322,264 | 19,722 | 0.00 | 0.00 | 376 | 1.94 | 03-31-2024 |
| COOPER COS INC/THE | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -64 | -7.00 | 03-31-2024 |
