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 |
|---|---|---|---|---|---|---|---|---|---|
| TESLA, INC. | COMMON STOCK | 651 | $12,739,974 | 72,473 | 0.00 | 0.00 | -14,720 | -16.88 | 03-31-2024 |
| MONDELEZ INTERNATIONAL, INC. CLASS A | COMMON STOCK | 652 | $12,545,825 | 179,226 | 0.00 | 0.00 | -11,075 | -5.82 | 03-31-2024 |
| ISHARES CORE S&P US VALUE ETF | EXCHANGE TRADED FUND | 653 | $12,459,522 | 137,766 | 0.00 | 0.00 | -4,795 | -3.36 | 03-31-2024 |
| ISHARES RUSSELL 2000 ETF | EXCHANGE TRADED FUND | 654 | $12,457,089 | 59,235 | 0.00 | 0.00 | -6,519 | -9.91 | 03-31-2024 |
