Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED ASSET STRATEGIES INC | 08-01-2024 | 06-30-2024 | 226 | 1,013,293,147 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 101 | $2,482,351 | 1,546 | 0.00 | 0.00 | 556 | 56.16 | 06-30-2024 |
| SELECT SECTOR SPDR TR | INDL | 102 | $2,459,535 | 20,182 | 0.00 | 0.00 | -3,914 | -16.24 | 06-30-2024 |
| VERIZON COMMUNICATIONS INC | COM | 103 | $2,446,909 | 59,333 | 0.00 | 0.00 | -6 | -0.01 | 06-30-2024 |
| ALPHABET INC | CAP STK CL C | 104 | $2,402,467 | 13,098 | 0.00 | 0.00 | -449 | -3.31 | 06-30-2024 |
