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 |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC. | COMMON STOCK | 851 | $7,085,137 | 402,565 | 0.00 | 0.00 | -9,762 | -2.37 | 03-31-2024 |
| TJX COMPANIES INC | COMMON STOCK | 852 | $7,036,608 | 69,381 | 0.00 | 0.00 | -11,380 | -14.09 | 03-31-2024 |
| BOEING COMPANY | COMMON STOCK | 853 | $6,918,200 | 35,847 | 0.00 | 0.00 | -3,137 | -8.05 | 03-31-2024 |
| D.R. HORTON, INC. | COMMON STOCK | 854 | $6,833,701 | 41,530 | 0.00 | 0.00 | -19,574 | -32.03 | 03-31-2024 |
