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 |
|---|---|---|---|---|---|---|---|---|---|
| ROPER TECHNOLOGIES INC | COMMON STOCK | 401 | $26,978,421 | 49,486 | 0.00 | 0.00 | -53,121 | -51.77 | 12-31-2023 |
| MERCK & CO INC | COMMON STOCK | 402 | $26,232,277 | 240,619 | 0.00 | 0.00 | -277,085 | -53.52 | 12-31-2023 |
| ISHARES CORE S&P TOTAL U.S. ST | EXCHANGE TRADED FUND | 403 | $25,220,838 | 239,673 | 0.00 | 0.00 | -112,174 | -31.88 | 12-31-2023 |
| STRYKER CORP | COMMON STOCK | 404 | $25,186,933 | 84,108 | 0.00 | 0.00 | -38,297 | -31.29 | 12-31-2023 |
