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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL WORLD STOCK ETF | EXCHANGE TRADED FUND | 751 | $9,190,256 | 83,170 | 0.00 | 0.00 | -1,998 | -2.35 | 03-31-2024 |
| TECHNOLOGY SELECT SECTOR SPDR FUND | EXCHANGE TRADED FUND | 752 | $9,180,075 | 44,078 | 0.00 | 0.00 | -5,574 | -11.23 | 03-31-2024 |
| ISHARES TREASURY FLOATING RATE BOND ETF | EXCHANGE TRADED FUND | 753 | $8,968,498 | 176,928 | 0.00 | 0.00 | -1,157,233 | -86.74 | 03-31-2024 |
| ANALOG DEVICES, INC. | COMMON STOCK | 754 | $8,954,857 | 45,275 | 0.00 | 0.00 | 9,752 | 27.45 | 03-31-2024 |
