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 |
|---|---|---|---|---|---|---|---|---|---|
| DEUTSCHE BANK AG | COMMON STOCK | 3701 | $169,063 | 12,477 | 0.00 | 12,477 | +Inf | 12-31-2023 | |
| ELME COMMUNITIES | COMMON STOCK | 3702 | $167,433 | 11,468 | 0.00 | 11,468 | +Inf | 12-31-2023 | |
| GLADSTONE COMMERCIAL CORP | COMMON STOCK | 3703 | $166,175 | 12,551 | 0.00 | 0.00 | -40,536 | -76.36 | 12-31-2023 |
| VODAFONE GROUP PLC | COMMON STOCK | 3704 | $166,065 | 19,088 | 0.00 | 19,088 | +Inf | 12-31-2023 |
