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 |
|---|---|---|---|---|---|---|---|---|---|
| TECHNOLOGY SELECT SECTOR SPDR | EXCHANGE TRADED FUND | 751 | $9,556,978 | 49,652 | 0.00 | 0.00 | -54,607 | -52.38 | 12-31-2023 |
| DR HORTON INC | COMMON STOCK | 752 | $9,286,588 | 61,104 | 0.00 | 0.00 | -107,562 | -63.77 | 12-31-2023 |
| ISHARES J.P. MORGAN USD EMERGI | EXCHANGE TRADED FUND | 753 | $9,252,220 | 103,887 | 0.00 | 0.00 | 95,062 | 1077.19 | 12-31-2023 |
| ISHARES CORE MSCI TOTAL INTERN | EXCHANGE TRADED FUND | 754 | $9,231,827 | 142,181 | 0.00 | 0.00 | -68,270 | -32.44 | 12-31-2023 |
