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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
DIGITAL REALTY TRUST INC | COMMON STOCK | 851 | $7,330,090 | 54,466 | 0.00 | 0.00 | -115,356 | -67.93 | 12-31-2023 |
PROLOGIS INC | COMMON STOCK | 852 | $7,300,716 | 54,769 | 0.00 | 0.00 | -2,171 | -3.81 | 12-31-2023 |
GENERAL MILLS INC | COMMON STOCK | 853 | $7,253,864 | 111,358 | 0.00 | 0.00 | -203,440 | -64.63 | 12-31-2023 |
ISHARES U.S. HEALTHCARE ETF | EXCHANGE TRADED FUND | 854 | $7,106,654 | 24,828 | 0.00 | 0.00 | -17,615 | -41.50 | 12-31-2023 |