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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO INTERMEDIATE TE | EXCHANGE TRADED FUND | 3501 | $219,529 | 6,687 | 0.00 | 0.00 | -454 | -6.36 | 12-31-2023 |
| FIRST TRUST NASDAQ CLEAN EDGE | EXCHANGE TRADED FUND | 3502 | $219,284 | 5,200 | 0.00 | 0.00 | -61 | -1.16 | 12-31-2023 |
| QORVO INC | COMMON STOCK | 3503 | $219,026 | 1,945 | 0.00 | 1,945 | +Inf | 12-31-2023 | |
| ISHARES CORE US REIT ETF | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -146 | -3.05 | 12-31-2023 |
