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 |
|---|---|---|---|---|---|---|---|---|---|
| HDFC BANK LIMITED SPONSORED ADR | COMMON STOCK | 901 | $6,522,781 | 116,541 | 0.00 | 0.00 | -4,370 | -3.61 | 03-31-2024 |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | EXCHANGE TRADED FUND | 902 | $6,487,744 | 181,020 | 0.00 | 0.00 | -27,100 | -13.02 | 03-31-2024 |
| INVESCO LARGE CAP GROWTH ETF | EXCHANGE TRADED FUND | 903 | $6,462,204 | 72,373 | 0.00 | 0.00 | -40,293 | -35.76 | 03-31-2024 |
| PHILLIPS 66 | COMMON STOCK | 904 | $6,454,659 | 39,517 | 0.00 | 0.00 | -1,417 | -3.46 | 03-31-2024 |
