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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO PREFERRED ETF | EXCHANGE TRADED FUND | Liquidated | $139,966 | 11,782 | 0.00 | 0.00 | 11,782 | +Inf | 03-31-2024 |
| ALIGHT, INC. CLASS A | COMMON STOCK | 3802 | $131,823 | 13,383 | 0.00 | 0.00 | 406 | 3.13 | 03-31-2024 |
| ASE TECHNOLOGY HOLDING CO., LTD. SPONSORED ADR | COMMON STOCK | 3803 | $128,165 | 11,662 | 0.00 | 0.00 | 147 | 1.28 | 03-31-2024 |
| SIRIUS XM HOLDINGS, INC. | COMMON STOCK | 3804 | $128,021 | 32,995 | 0.00 | 32,995 | +Inf | 03-31-2024 |
