United Asset Strategies, Inc. Ark ETF Tr Fintech Innovation Transaction History

United Asset Strategies, Inc.

$1.08 Billion
Q4 2024

A detailed history of United Asset Strategies, Inc. transactions in Ark ETF Tr Fintech Innovation stock. As of the latest transaction made, United Asset Strategies, Inc. holds 35,702 shares of ARKF stock, worth $1.35 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

35,702

Previous 34,356 3.92%

Holding current value

$1.35 Million

Previous $1.02 Million 29.1%

% of portfolio

0.12%

Previous 0.1%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$29.11 - $41.59 $39,182 - $55,980	1,346 Added 3.92%	35,702 $1.32 Million
Q3 2024 Oct 28, 2024	BUY	$24.38 - $30.06 $44,786 - $55,220	1,837 Added 5.65%	34,356 $1.02 Million
Q2 2024 Aug 01, 2024	SELL	$26.67 - $29.88 $99,452 - $111,422	-3,729 Reduced 10.29%	32,519 $905,000
Q1 2024 Apr 23, 2024	BUY	$25.08 - $30.51 $49,507 - $60,226	1,974 Added 5.76%	36,248 $1.1 Million
Q4 2023 Jan 30, 2024	BUY	$17.39 - $28.34 $596,024 - $971,325	34,274 New	34,274 $945,000
Q1 2022 Apr 29, 2022	SELL	$22.98 - $41.0 $486,486 - $867,970	-21,170 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$39.23 - $54.4 $450,438 - $624,620	11,482 Added 118.52%	21,170 $865,000
Q3 2021 Oct 21, 2021	BUY	$48.84 - $55.03 $473,161 - $533,130	9,688 New	9,688 $478,000
Q2 2021 Jul 19, 2021	SELL	$44.87 - $55.18 $437,437 - $537,949	-9,749 Closed	0 $0
Q1 2021 Apr 27, 2021	BUY	$48.23 - $63.6 $139,867 - $184,440	2,900 Added 42.34%	9,749 $498,000
Q4 2020 Feb 05, 2021	BUY	$40.31 - $51.29 $276,083 - $351,285	6,849 New	6,849 $340,000

Others Institutions Holding ARKF

# of Institutions

232

Shares Held

6.72M

Call Options Held

691K

Put Options Held

234K

View Full List

About ARK ETF TR FINTECH INNOVATION

Ticker ARKF
Sector ETFs
Industry ETFs

More about ARKF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of United Asset Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on United Asset Strategies, Inc. with notifications on news.

Account

United Asset Strategies, Inc. Ark ETF Tr Fintech Innovation Transaction History