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 |
|---|---|---|---|---|---|---|---|---|---|
| ROLLINS, INC. | COMMON STOCK | 3301 | $255,783 | 5,528 | 0.00 | 0.00 | -450 | -7.53 | 03-31-2024 |
| FIVE BELOW INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 1,197 | +Inf | 03-31-2024 | |
| HOST HOTELS & RESORTS, INC. | COMMON STOCK | 3303 | $254,299 | 12,297 | 0.00 | 0.00 | -536 | -4.18 | 03-31-2024 |
| PURE STORAGE, INC. CLASS A | COMMON STOCK | 3304 | $254,179 | 4,889 | 0.00 | 4,889 | +Inf | 03-31-2024 |
