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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO PREFERRED ETF | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | 7,270 | 62.44 | 12-31-2023 |
| SIMPSON MANUFACTURING CO INC | COMMON STOCK | 3602 | $206,691 | 1,044 | 0.00 | 1,044 | +Inf | 12-31-2023 | |
| PARAMOUNT GLOBAL | COMMON STOCK | 3603 | $206,261 | 13,946 | 0.00 | 13,946 | +Inf | 12-31-2023 | |
| FIDELITY MSCI INFORMATION TECH | EXCHANGE TRADED FUND | 3604 | $206,139 | 1,435 | 0.00 | 0.00 | -884 | -38.12 | 12-31-2023 |
