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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF | EXCHANGE TRADED FUND | 351 | $31,021,920 | 92,040 | 0.00 | 0.00 | -7,989 | -7.99 | 03-31-2024 |
| ABBOTT LABORATORIES | COMMON STOCK | 352 | $30,965,792 | 272,442 | 0.00 | 0.00 | -24,441 | -8.23 | 03-31-2024 |
| BLACKROCK FLEXIBLE INCOME ETF | EXCHANGE TRADED FUND | 353 | $30,840,164 | 587,880 | 0.00 | 587,880 | +Inf | 03-31-2024 | |
| ISHARES 0-3 MONTH TREASURY BOND ETF | EXCHANGE TRADED FUND | 354 | $29,283,449 | 290,770 | 0.00 | 0.00 | 10,763 | 3.84 | 03-31-2024 |
