United Asset Strategies, Inc.
Holdings in OZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $5,810,690 | 89,354 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $5,466,816 | 85,419 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $5,584,606 | 85,818 | Shares | Sole | 2025-08-08 |
| 2025-03-31 | $5,545,258 | 85,973 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $6,728,614 | 86,933 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $6,110,409 | 88,531 | Shares | Sole | 2024-10-28 |
| 2024-06-30 | $5,125,944 | 88,531 | Shares | Sole | 2024-08-01 |
| 2024-03-31 | $5,738,882 | 94,250 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $7,548,638 | 97,717 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $8,279,991 | 96,616 | Shares | Sole | 2023-11-07 |
| 2023-06-30 | $8,287,011 | 95,253 | Shares | Sole | 2023-07-25 |
| 2023-03-31 | $8,934,731 | 95,253 | Shares | Sole | 2023-07-25 |
| 2022-12-31 | $9,625,100 | 96,251 | Shares | Sole | 2023-01-26 |
| 2022-09-30 | $8,385,378 | 99,294 | Shares | Sole | 2022-10-24 |
| 2022-06-30 | $9,940,762 | 101,727 | Shares | Sole | 2022-08-15 |
| 2021-12-31 | $9,403,477 | 93,969 | Shares | Sole | 2022-01-31 |