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 |
|---|---|---|---|---|---|---|---|---|---|
| SOLAREDGE TECHNOLOGIES, INC. CMN | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 0.00 | -525 | -24.88 | 12-31-2023 |
| SIMPSON MANUFACTURING CO., INC. | COMMON STOCK | 3652 | $204,975 | 999 | 0.00 | 0.00 | -45 | -4.31 | 03-31-2024 |
| BRUKER CORPORATION | COMMON STOCK | 3653 | $204,517 | 2,177 | 0.00 | 2,177 | +Inf | 03-31-2024 | |
| UNITED THERAPEUTICS CORPORATION | COMMON STOCK | 3654 | $204,451 | 890 | 0.00 | 0.00 | -76 | -7.87 | 03-31-2024 |
