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 |
|---|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC. | COMMON STOCK | 501 | $19,456,838 | 33,476 | 0.00 | 0.00 | 159 | 0.48 | 03-31-2024 |
| GILEAD SCIENCES, INC. | COMMON STOCK | 502 | $19,417,645 | 265,087 | 0.00 | 0.00 | -38,317 | -12.63 | 03-31-2024 |
| ADVANCED MICRO DEVICES, INC. | COMMON STOCK | 503 | $19,232,487 | 106,557 | 0.00 | 0.00 | -2,328 | -2.14 | 03-31-2024 |
| NASDAQ, INC. | COMMON STOCK | 504 | $19,231,371 | 304,776 | 0.00 | 0.00 | -17,394 | -5.40 | 03-31-2024 |
