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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 101 | $2,588,973 | 14,217 | 0.00 | 0.00 | 298 | 2.14 | 03-31-2024 |
| COMCAST CORP NEW | CL A | 102 | $2,580,192 | 59,520 | 0.00 | 0.00 | 564 | 0.96 | 03-31-2024 |
| LINDE PLC | SHS | 103 | $2,568,641 | 5,532 | 0.00 | 0.00 | -151 | -2.66 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 104 | $2,489,875 | 59,339 | 0.00 | 0.00 | 45,113 | 317.12 | 03-31-2024 |
