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 |
|---|---|---|---|---|---|---|---|---|---|
| 3M CO | COM | 251 | $790,046 | 7,448 | 0.00 | 0.00 | 1,475 | 24.69 | 03-31-2024 |
| SPDR SER TR | S&P BIOTECH | 252 | $771,379 | 8,129 | 0.00 | 8,129 | +Inf | 03-31-2024 | |
| ISHARES TR | 1 3 YR TREAS BD | 253 | $769,886 | 9,414 | 0.00 | 0.00 | -116 | -1.22 | 03-31-2024 |
| ENPHASE ENERGY INC | COM | 254 | $767,739 | 6,346 | 0.00 | 0.00 | 141 | 2.27 | 03-31-2024 |
