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 |
|---|---|---|---|---|---|---|---|---|---|
| INV BULLET 2023 HY CORP BD ETF PWSH BULSH 2023 HG YLD CRE BD | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 0.00 | -107,513 | -12.80 | 12-31-2023 |
| CINTAS CORP | COMMON STOCK | 552 | $17,191,364 | 28,526 | 0.00 | 0.00 | 28,037 | 5733.54 | 12-31-2023 |
| ISHARES RUSSELL 1000 VALUE ETF | EXCHANGE TRADED FUND | 553 | $17,021,460 | 103,004 | 0.00 | 0.00 | -29,147 | -22.06 | 12-31-2023 |
| WELLS FARGO & CO | COMMON STOCK | 554 | $16,308,675 | 331,342 | 0.00 | 0.00 | -187,174 | -36.10 | 12-31-2023 |
