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 |
|---|---|---|---|---|---|---|---|---|---|
| CBOE GLOBAL MARKETS INC | COMMON STOCK | 3301 | $250,174 | 1,401 | 0.00 | 1,401 | +Inf | 12-31-2023 | |
| HOST HOTELS & RESORTS INC | COMMON STOCK | 3302 | $249,856 | 12,833 | 0.00 | 12,833 | +Inf | 12-31-2023 | |
| BANKUNITED INC | COMMON STOCK | 3303 | $248,187 | 7,653 | 0.00 | 7,653 | +Inf | 12-31-2023 | |
| VANGUARD EXTENDED MARKET ETF | EXCHANGE TRADED FUND | 3304 | $248,173 | 1,509 | 0.00 | 0.00 | -3,974 | -72.48 | 12-31-2023 |
