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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TRE | EXCHANGE TRADED FUND | 901 | $6,783,152 | 114,348 | 0.00 | 0.00 | -100,392 | -46.75 | 12-31-2023 |
| RELX PLC | COMMON STOCK | 902 | $6,701,204 | 168,966 | 0.00 | 0.00 | -107,503 | -38.88 | 12-31-2023 |
| WISDOMTREE U.S. QUALITY DIVIDE | EXCHANGE TRADED FUND | 903 | $6,630,484 | 94,344 | 0.00 | 0.00 | 2,365 | 2.57 | 12-31-2023 |
| UNITED PARCEL SERVICE INC | COMMON STOCK | 904 | $6,569,703 | 41,784 | 0.00 | 0.00 | -40,754 | -49.38 | 12-31-2023 |
