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 |
|---|---|---|---|---|---|---|---|---|---|
| CUSHMAN & WAKEFIELD PLC | COMMON STOCK | 3751 | $134,492 | 12,453 | 0.00 | 12,453 | +Inf | 12-31-2023 | |
| KINROSS GOLD CORP | COMMON STOCK | 3752 | $127,649 | 21,099 | 0.00 | 21,099 | +Inf | 12-31-2023 | |
| NEWELL BRANDS INC | COMMON STOCK | 3753 | $124,706 | 14,367 | 0.00 | 0.00 | 2,062 | 16.76 | 12-31-2023 |
| NUVEEN REAL ASSET INC & GROWTH MUTUAL FUND | MUTUAL FUND | Liquidated | $0 | 0 | 0.00 | 11,430 | +Inf | 12-31-2023 |
