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 |
|---|---|---|---|---|---|---|---|---|---|
| MEDTRONIC PLC | SHS | 51 | $8,288,430 | 95,105 | 0.00 | 0.00 | 23,191 | 32.25 | 03-31-2024 |
| T-MOBILE US INC | COM | 52 | $7,822,637 | 47,927 | 0.00 | 0.00 | 627 | 1.33 | 03-31-2024 |
| SPDR SER TR | S&P OILGAS EXP | 53 | $7,642,705 | 49,330 | 0.00 | 0.00 | 4,000 | 8.82 | 03-31-2024 |
| ISHARES TR | S&P 500 VAL ETF | 54 | $7,386,577 | 39,541 | 0.00 | 0.00 | -1,759 | -4.26 | 03-31-2024 |
