United Asset Strategies, Inc. Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

United Asset Strategies, Inc.

$1.07 Billion
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 30, 2024	SELL	$30.17 - $33.89 $26,097 - $29,314	-865 Reduced 2.97%	28,224 $946,000
Q3 2023 Nov 07, 2023	SELL	$32.3 - $33.77 $3,294 - $3,444	-102 Reduced 0.35%	29,089 $944,000
Q2 2023 Jul 25, 2023	SELL	$31.88 - $34.63 $4,367 - $4,744	-137 Reduced 0.47%	29,191 $977,000
Q1 2023 Apr 25, 2023	SELL	$32.33 - $37.04 $8,793 - $10,074	-272 Reduced 0.92%	29,328 $995,000
Q4 2022 Jan 26, 2023	SELL	$32.04 - $35.12 $91,217 - $99,986	-2,847 Reduced 8.77%	29,600 $0
Q3 2022 Oct 24, 2022	SELL	$34.21 - $38.59 $2.51 Million - $2.84 Million	-73,506 Reduced 69.38%	32,447 $1.13 Million
Q2 2022 Aug 15, 2022	BUY	$34.49 - $38.69 $3.65 Million - $4.1 Million	105,953 New	105,953 $3.8 Million

Others Institutions Holding PSK

# of Institutions

180

Shares Held

12.4M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

941K
Shares

$31.3 Million
0.0% of portfolio
State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI

840K
Shares

$27.9 Million
18.32% of portfolio
Wells Fargo & Company San Francisco, CA

819K
Shares

$27.3 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

776K
Shares

$25.8 Million
0.01% of portfolio
Cno Financial Group, Inc.

700K
Shares

$23.3 Million
99.49% of portfolio

About SPDR SER TR SPDR ICE PFD SEC E

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