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 |
|---|---|---|---|---|---|---|---|---|---|
| ASHLAND INC. | COMMON STOCK | 3151 | $287,797 | 2,956 | 0.00 | 2,956 | +Inf | 03-31-2024 | |
| DRAFTKINGS, INC. CLASS A | COMMON STOCK | 3152 | $287,660 | 6,335 | 0.00 | 0.00 | -419 | -6.20 | 03-31-2024 |
| HALOZYME THERAPEUTICS, INC. CMN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -310 | -3.96 | 12-31-2023 |
| WTS/OCCIDENTAL PETROLEUM CORPO 22.0000 EXP08/03/2027 | WARRANT OR RIGHT | Liquidated | $0 | 0 | 0.00 | 0.00 | -605 | -8.37 | 12-31-2023 |
