Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED ASSET STRATEGIES INC | 04-22-2024 | 03-31-2024 | 234 | 1,001,347,338 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | TECHNOLOGY | 1 | $41,926,811 | 201,310 | 0.00 | 0.00 | -4,415 | -2.15 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $37,058,420 | 88,084 | 0.00 | 0.00 | -617 | -0.70 | 03-31-2024 |
| WISDOMTREE TR | FLOATNG RAT TREA | 3 | $33,271,809 | 661,599 | 0.00 | 0.00 | 350,179 | 112.45 | 03-31-2024 |
| AMAZON COM INC | COM | 4 | $29,275,030 | 162,297 | 0.00 | 0.00 | -2,828 | -1.71 | 03-31-2024 |
