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 |
|---|---|---|---|---|---|---|---|---|---|
| ARK ETF TR | AUTNMUS TECHNLGY | 351 | $238,485 | 4,329 | 0.00 | 0.00 | -115 | -2.59 | 06-30-2024 |
| FEDEX CORP | COM | 352 | $235,523 | 785 | 0.00 | 0.00 | -182 | -18.82 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 353 | $233,594 | 6,868 | 0.00 | 0.00 | 5 | 0.07 | 06-30-2024 |
| UNION PAC CORP | COM | 354 | $233,048 | 1,030 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
