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 |
|---|---|---|---|---|---|---|---|---|---|
| CHUNGHWA TELECOM CO., LTD SPONSORED ADR | COMMON STOCK | 3251 | $264,195 | 6,750 | 0.00 | 0.00 | -176 | -2.54 | 03-31-2024 |
| CAMECO CORPORATION CMN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 6,660 | +Inf | 12-31-2023 | |
| VANGUARD ESG INTERNATIONAL STOCK ETF | EXCHANGE TRADED FUND | 3253 | $263,328 | 4,582 | 0.00 | 0.00 | -85 | -1.82 | 03-31-2024 |
| AMEREN CORPORATION | COMMON STOCK | 3254 | $262,635 | 3,551 | 0.00 | 0.00 | -826 | -18.87 | 03-31-2024 |
