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 |
|---|---|---|---|---|---|---|---|---|---|
| PRUDENTIAL PLC SPONSORED ADR | COMMON STOCK | 3601 | $213,673 | 11,088 | 0.00 | 0.00 | -2,277 | -17.04 | 03-31-2024 |
| OLIN CORPORATION | COMMON STOCK | 3602 | $213,562 | 3,632 | 0.00 | 3,632 | +Inf | 03-31-2024 | |
| POSCO HOLDINGS INC. SPONSORED ADR | COMMON STOCK | 3603 | $213,224 | 2,719 | 0.00 | 0.00 | -238 | -8.05 | 03-31-2024 |
| TREX COMPANY, INC. | COMMON STOCK | 3604 | $213,166 | 2,137 | 0.00 | 2,137 | +Inf | 03-31-2024 |
