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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR DOW JONES REIT ETF | EXCHANGE TRADED FUND | 3151 | $285,769 | 2,998 | 0.00 | 0.00 | -4,455 | -59.77 | 12-31-2023 |
| HALEON PLC | COMMON STOCK | 3152 | $285,739 | 34,719 | 0.00 | 34,719 | +Inf | 12-31-2023 | |
| SPLUNK INC | COMMON STOCK | 3153 | $285,199 | 1,872 | 0.00 | 1,872 | +Inf | 12-31-2023 | |
| VERISIGN INC | COMMON STOCK | 3154 | $285,049 | 1,384 | 0.00 | 1,384 | +Inf | 12-31-2023 |
