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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO S&P 500 GROWTH ETF | EXCHANGE TRADED FUND | 951 | $5,983,612 | 81,799 | 0.00 | 0.00 | -18,762 | -18.66 | 03-31-2024 |
| ISHARES CORE MSCI PACIFIC ETF | EXCHANGE TRADED FUND | 952 | $5,979,766 | 94,452 | 0.00 | 0.00 | -7,978 | -7.79 | 03-31-2024 |
| TRIMBLE INC. | COMMON STOCK | 953 | $5,979,301 | 92,904 | 0.00 | 0.00 | -3,037 | -3.17 | 03-31-2024 |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | EXCHANGE TRADED FUND | 954 | $5,931,040 | 239,058 | 0.00 | 0.00 | 69 | 0.03 | 03-31-2024 |
