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 |
|---|---|---|---|---|---|---|---|---|---|
| TORONTO-DOMINION BANK | COMMON STOCK | 3051 | $312,402 | 5,174 | 0.00 | 0.00 | -207 | -3.85 | 03-31-2024 |
| AVANTIS INTERNATIONAL EQUITY ETF | EXCHANGE TRADED FUND | 3052 | $312,135 | 4,897 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| OKTA, INC. CLASS A | COMMON STOCK | 3053 | $311,454 | 2,977 | 0.00 | 0.00 | -205 | -6.44 | 03-31-2024 |
| ITT, INC. | COMMON STOCK | 3054 | $309,181 | 2,273 | 0.00 | 0.00 | -147 | -6.07 | 03-31-2024 |
