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 |
|---|---|---|---|---|---|---|---|---|---|
| SERVICENOW, INC. | COMMON STOCK | 701 | $10,607,271 | 13,913 | 0.00 | 0.00 | -726 | -4.96 | 03-31-2024 |
| SPDR PORTFOLIO AGGREGATE BOND ETF | EXCHANGE TRADED FUND | 702 | $10,443,553 | 413,115 | 0.00 | 0.00 | -43,345 | -9.50 | 03-31-2024 |
| EATON CORP. PLC | COMMON STOCK | 703 | $10,414,464 | 33,307 | 0.00 | 0.00 | -2,821 | -7.81 | 03-31-2024 |
| BANK OF AMERICA CORP | COMMON STOCK | 704 | $9,963,359 | 262,747 | 0.00 | 0.00 | 7,908 | 3.10 | 03-31-2024 |
