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 |
|---|---|---|---|---|---|---|---|---|---|
| FRONTIER COMMUNICATIONS PARENT | COMMON STOCK | 3551 | $212,881 | 8,401 | 0.00 | 8,401 | +Inf | 12-31-2023 | |
| ROKU INC | COMMON STOCK | 3552 | $212,748 | 2,321 | 0.00 | 2,321 | +Inf | 12-31-2023 | |
| AMCOR PLC | COMMON STOCK | 3553 | $212,697 | 22,064 | 0.00 | 0.00 | 9,256 | 72.27 | 12-31-2023 |
| CHARLES RIVER LABORATORIES INT | COMMON STOCK | 3554 | $212,524 | 899 | 0.00 | 899 | +Inf | 12-31-2023 |
