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
ISHARES CURRENCY HEDGED MSCI E EXCHANGE TRADED FUND 51 $146,685,432 4,655,203 0.00 0.00 -4,387,559 -48.52 12-31-2023
ISHARES MBS ETF EXCHANGE TRADED FUND 52 $145,505,936 1,546,619 0.00 0.00 274,184 21.55 12-31-2023
ISHARES CORE MSCI EMERGING MAR EXCHANGE TRADED FUND 53 $141,545,585 2,798,450 0.00 0.00 -900,921 -24.35 12-31-2023
SPDR NUVEEN BLOOMBERG SHORT TE EXCHANGE TRADED FUND 54 $123,554,381 2,585,361 0.00 0.00 -1,611,974 -38.40 12-31-2023
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