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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES ESG AWARE MSCI USA ETF | EXCHANGE TRADED FUND | 801 | $8,083,461 | 70,315 | 0.00 | 0.00 | -227,933 | -76.42 | 03-31-2024 |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | EXCHANGE TRADED FUND | 802 | $8,019,257 | 160,546 | 0.00 | 0.00 | -13,979 | -8.01 | 03-31-2024 |
| ALCON AG | COMMON STOCK | 803 | $7,986,430 | 95,887 | 0.00 | 0.00 | -2,856 | -2.89 | 03-31-2024 |
| INTAPP, INC. | COMMON STOCK | 804 | $7,910,369 | 230,623 | 0.00 | 0.00 | -2,216 | -0.95 | 03-31-2024 |
