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 |
|---|---|---|---|---|---|---|---|---|---|
| WPP PLC | COMMON STOCK | 3101 | $296,373 | 6,230 | 0.00 | 6,230 | +Inf | 12-31-2023 | |
| AVANTIS INTERNATIONAL EQUITY E | EXCHANGE TRADED FUND | 3102 | $295,926 | 4,897 | 0.00 | 0.00 | 344 | 7.56 | 12-31-2023 |
| WISDOMTREE US LARGECAP DIVIDEN | EXCHANGE TRADED FUND | 3103 | $295,704 | 4,455 | 0.00 | 0.00 | -30 | -0.67 | 12-31-2023 |
| CINCINNATI FINANCIAL CORP | COMMON STOCK | 3104 | $295,689 | 2,858 | 0.00 | 2,858 | +Inf | 12-31-2023 |
