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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN TOWER CORP | COMMON STOCK | 351 | $30,548,528 | 141,507 | 0.00 | 0.00 | 12,975 | 10.09 | 12-31-2023 |
| ISHARES RUSSELL 1000 GROWTH ET | EXCHANGE TRADED FUND | 352 | $30,325,847 | 100,029 | 0.00 | 0.00 | -17,535 | -14.92 | 12-31-2023 |
| KKR & CO INC | COMMON STOCK | 353 | $30,241,287 | 365,013 | 0.00 | 0.00 | -8,231 | -2.21 | 12-31-2023 |
| DANAHER CORP | COMMON STOCK | 354 | $30,157,963 | 130,362 | 0.00 | 0.00 | -81,076 | -38.35 | 12-31-2023 |
