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 |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO., INC. | COMMON STOCK | 401 | $27,271,416 | 206,680 | 0.00 | 0.00 | -33,939 | -14.10 | 03-31-2024 |
| UNILEVER PLC SPONSORED ADR | COMMON STOCK | 402 | $25,932,630 | 516,689 | 0.00 | 0.00 | -56,030 | -9.78 | 03-31-2024 |
| DIAGEO PLC SPONSORED ADR | COMMON STOCK | 403 | $25,618,674 | 172,238 | 0.00 | 0.00 | 528 | 0.31 | 03-31-2024 |
| VANGUARD SMALL-CAP ETF | EXCHANGE TRADED FUND | 404 | $25,475,282 | 111,445 | 0.00 | 0.00 | -3,587 | -3.12 | 03-31-2024 |
