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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MBS ETF | EXCHANGE TRADED FUND | 51 | $141,358,014 | 1,529,518 | 0.00 | 0.00 | -17,101 | -1.11 | 03-31-2024 |
| ISHARES CORE S&P SMALL CAP ETF | EXCHANGE TRADED FUND | 52 | $123,822,965 | 1,120,367 | 0.00 | 0.00 | 29,534 | 2.71 | 03-31-2024 |
| SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF | EXCHANGE TRADED FUND | 53 | $120,661,097 | 2,543,446 | 0.00 | 0.00 | -41,915 | -1.62 | 03-31-2024 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | EXCHANGE TRADED FUND | 54 | $120,648,623 | 2,338,152 | 0.00 | 0.00 | -460,298 | -16.45 | 03-31-2024 |
