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 |
|---|---|---|---|---|---|---|---|---|---|
| XYLEM INC/NY | COMMON STOCK | 701 | $10,799,358 | 94,433 | 0.00 | 0.00 | 19,078 | 25.32 | 12-31-2023 |
| VANGUARD FTSE EMERGING MARKETS | EXCHANGE TRADED FUND | 702 | $10,742,485 | 261,374 | 0.00 | 0.00 | -45,321 | -14.78 | 12-31-2023 |
| VANGUARD SHORT-TERM TREASURY E | EXCHANGE TRADED FUND | 703 | $10,561,563 | 181,066 | 0.00 | 0.00 | -227,560 | -55.69 | 12-31-2023 |
| ISHARES MSCI EMERGING MARKETS | EXCHANGE TRADED FUND | 704 | $10,526,111 | 189,968 | 0.00 | 189,968 | +Inf | 12-31-2023 |
