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
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
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