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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE INTERNATIONAL HEDGE | EXCHANGE TRADED FUND | 951 | $6,183,484 | 147,261 | 0.00 | 0.00 | -518 | -0.35 | 12-31-2023 |
| ISHARES CORE MSCI PACIFIC ETF | EXCHANGE TRADED FUND | 952 | $6,095,632 | 102,430 | 0.00 | 0.00 | -27,771 | -21.33 | 12-31-2023 |
| ISHARES 3-7 YEAR TREASURY BOND | EXCHANGE TRADED FUND | 953 | $6,028,504 | 51,468 | 0.00 | 0.00 | -72,245 | -58.40 | 12-31-2023 |
| LOCKHEED MARTIN CORP | COMMON STOCK | 954 | $5,969,233 | 13,170 | 0.00 | 0.00 | -16,335 | -55.36 | 12-31-2023 |
