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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P SOFTWARE & SERVICES ETF | EXCHANGE TRADED FUND | 3501 | $226,653 | 1,453 | 0.00 | 1,453 | +Inf | 03-31-2024 | |
| ORGANON & CO. | COMMON STOCK | 3502 | $226,363 | 12,041 | 0.00 | 0.00 | 644 | 5.65 | 03-31-2024 |
| ENTEGRIS, INC. | COMMON STOCK | 3503 | $226,129 | 1,609 | 0.00 | 0.00 | -158 | -8.94 | 03-31-2024 |
| PLAINS GP HOLDINGS LP CLASS A | COMMON STOCK | 3504 | $225,935 | 12,380 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
