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 |
|---|---|---|---|---|---|---|---|---|---|
| COCA-COLA CO/THE | COMMON STOCK | 801 | $8,425,341 | 142,972 | 0.00 | 0.00 | -2,255 | -1.55 | 12-31-2023 |
| VANGUARD FTSE PACIFIC ETF | EXCHANGE TRADED FUND | 802 | $8,306,530 | 115,320 | 0.00 | 0.00 | -242,563 | -67.78 | 12-31-2023 |
| O'REILLY AUTOMOTIVE INC | COMMON STOCK | 803 | $8,238,305 | 8,671 | 0.00 | 0.00 | -11,121 | -56.19 | 12-31-2023 |
| EOG RESOURCES INC | COMMON STOCK | 804 | $8,192,558 | 67,735 | 0.00 | 0.00 | -143,542 | -67.94 | 12-31-2023 |
