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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 100 ETF | 301 | $434,245 | 1,643 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SOCIEDAD QUIMICA Y MINERA DE | SPON ADR SER B | 302 | $379,157 | 9,304 | 0.00 | 0.00 | -193 | -2.03 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 303 | $377,220 | 6,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ALBEMARLE CORP | COM | 304 | $353,359 | 3,699 | 0.00 | 0.00 | 30 | 0.82 | 06-30-2024 |
