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 |
|---|---|---|---|---|---|---|---|---|---|
| REPUBLIC SERVICES, INC. | COMMON STOCK | 451 | $23,365,223 | 122,050 | 0.00 | 0.00 | -10,283 | -7.77 | 03-31-2024 |
| CME GROUP INC. CLASS A | COMMON STOCK | 452 | $23,024,454 | 106,946 | 0.00 | 0.00 | -6,248 | -5.52 | 03-31-2024 |
| BLACKROCK, INC. | COMMON STOCK | 453 | $22,907,899 | 27,477 | 0.00 | 0.00 | -1,452 | -5.02 | 03-31-2024 |
| T-MOBILE US, INC. | COMMON STOCK | 454 | $22,692,277 | 139,029 | 0.00 | 0.00 | -2,366 | -1.67 | 03-31-2024 |
