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 |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 151 | $1,588,949 | 8,030 | 0.00 | 0.00 | -1,824 | -18.51 | 06-30-2024 |
| MARRIOTT INTL INC NEW | CL A | 152 | $1,580,465 | 6,537 | 0.00 | 0.00 | 139 | 2.17 | 06-30-2024 |
| AUTODESK INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -70 | -1.16 | 06-30-2024 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 154 | $1,535,775 | 9,877 | 0.00 | 0.00 | 103 | 1.05 | 06-30-2024 |
