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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | EXCHANGE TRADED FUND | 651 | $12,684,662 | 166,618 | 0.00 | 0.00 | -169,560 | -50.44 | 12-31-2023 |
| PFIZER INC | COMMON STOCK | 652 | $12,533,439 | 435,340 | 0.00 | 0.00 | -469,332 | -51.88 | 12-31-2023 |
| VANGUARD SHORT-TERM CORPORATE | EXCHANGE TRADED FUND | 653 | $12,389,537 | 160,134 | 0.00 | 0.00 | 11,356 | 7.63 | 12-31-2023 |
| NETFLIX INC | COMMON STOCK | 654 | $12,241,379 | 25,142 | 0.00 | 0.00 | 12,349 | 96.53 | 12-31-2023 |
