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 |
|---|---|---|---|---|---|---|---|---|---|
| HOLOGIC, INC. | COMMON STOCK | 3201 | $274,575 | 3,522 | 0.00 | 0.00 | -543 | -13.36 | 03-31-2024 |
| VERISIGN, INC. | COMMON STOCK | 3202 | $273,273 | 1,442 | 0.00 | 0.00 | 58 | 4.19 | 03-31-2024 |
| MOSAIC COMPANY | COMMON STOCK | 3203 | $272,956 | 8,409 | 0.00 | 0.00 | -1,566 | -15.70 | 03-31-2024 |
| NRG ENERGY, INC. | COMMON STOCK | 3204 | $272,926 | 4,032 | 0.00 | 4,032 | +Inf | 03-31-2024 |
