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 |
|---|---|---|---|---|---|---|---|---|---|
| BARCLAYS PLC | COMMON STOCK | 3051 | $307,942 | 39,079 | 0.00 | 39,079 | +Inf | 12-31-2023 | |
| BANK OF MONTREAL | COMMON STOCK | 3052 | $307,391 | 3,107 | 0.00 | 3,107 | +Inf | 12-31-2023 | |
| DATADOG INC | COMMON STOCK | 3053 | $305,878 | 2,520 | 0.00 | 2,520 | +Inf | 12-31-2023 | |
| ISHARES NORTH AMERICAN NATURAL | EXCHANGE TRADED FUND | 3054 | $305,400 | 7,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
