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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 100 ETF | 301 | $406,495 | 1,643 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 302 | $395,419 | 10,003 | 0.00 | 0.00 | -1,686 | -14.42 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 303 | $366,300 | 6,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN ELEC PWR CO INC | COM | Liquidated | $347,672 | 4,038 | 0.00 | 0.00 | 4,038 | +Inf | 03-31-2024 |
