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 |
|---|---|---|---|---|---|---|---|---|---|
| INTUITIVE SURGICAL INC | COM NEW | 201 | $1,069,864 | 2,405 | 0.00 | 2,405 | +Inf | 06-30-2024 | |
| AMERICAN EXPRESS CO | COM | 202 | $1,061,654 | 4,585 | 0.00 | 0.00 | -649 | -12.40 | 06-30-2024 |
| PROSHARES TR | RUSS 2000 DIVD | 203 | $1,055,284 | 16,986 | 0.00 | 0.00 | 4,486 | 35.89 | 06-30-2024 |
| DATADOG INC | CL A COM | 204 | $1,054,120 | 8,128 | 0.00 | 0.00 | -16 | -0.20 | 06-30-2024 |
