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 |
|---|---|---|---|---|---|---|---|---|---|
| HF SINCLAIR CORP | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 3,630 | +Inf | 03-31-2024 | |
| NATERA, INC. | COMMON STOCK | 3702 | $201,486 | 2,203 | 0.00 | 2,203 | +Inf | 03-31-2024 | |
| LATTICE SEMICONDUCTOR CORPORATION | COMMON STOCK | 3703 | $201,364 | 2,574 | 0.00 | 2,574 | +Inf | 03-31-2024 | |
| ENI SPA | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 5,910 | +Inf | 03-31-2024 |
