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 |
|---|---|---|---|---|---|---|---|---|---|
| COPART INC | COM | 201 | $1,058,604 | 18,277 | 0.00 | 0.00 | 1,392 | 8.24 | 03-31-2024 |
| PENTAIR PLC | SHS | 202 | $1,053,454 | 12,330 | 0.00 | 0.00 | -154 | -1.23 | 03-31-2024 |
| INTUIT | COM | 203 | $1,038,726 | 1,598 | 0.00 | 0.00 | 120 | 8.12 | 03-31-2024 |
| FIDELITY NATL INFORMATION SV | COM | 204 | $1,032,282 | 13,916 | 0.00 | 0.00 | 850 | 6.51 | 03-31-2024 |
