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 |
|---|---|---|---|---|---|---|---|---|---|
| STERIS PLC | COMMON STOCK | 551 | $17,347,453 | 77,162 | 0.00 | 0.00 | -4,606 | -5.63 | 03-31-2024 |
| WELLS FARGO & COMPANY | COMMON STOCK | 552 | $17,301,616 | 298,510 | 0.00 | 0.00 | -32,832 | -9.91 | 03-31-2024 |
| IRON MOUNTAIN, INC. | COMMON STOCK | 553 | $17,281,501 | 215,453 | 0.00 | 0.00 | -4,473 | -2.03 | 03-31-2024 |
| 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 |
