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 |
|---|---|---|---|---|---|---|---|---|---|
| LIVE NATION ENTERTAINMENT, INC. | COMMON STOCK | 3351 | $246,867 | 2,334 | 0.00 | 0.00 | -199 | -7.86 | 03-31-2024 |
| CBOE GLOBAL MARKETS INC | COMMON STOCK | 3352 | $245,663 | 1,337 | 0.00 | 0.00 | -64 | -4.57 | 03-31-2024 |
| WPP PLC SPONSORED ADR | COMMON STOCK | 3353 | $245,401 | 5,177 | 0.00 | 0.00 | -1,053 | -16.90 | 03-31-2024 |
| FRANKLIN RESOURCES, INC. | COMMON STOCK | 3354 | $245,372 | 8,729 | 0.00 | 0.00 | -1,242 | -12.46 | 03-31-2024 |
