Unique Wealth, LLC Purchases and Sells in Q4 2024

Unique Wealth, LLC

$480 Billion
Q4 2024

Top Buys

Incresed Positions

76 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ACWI	35.1K + 70.43%	$117.05 - $123.03 $4.11M - $4.32M	84.9K $9.98B
AGG	49.8K + 22.47%	$96.64 - $101.23 $4.81M - $5.04M	271K $26.3B
FBCG	74K + 97.21%	$42.05 - $48.31 $3.11M - $3.57M	150K $6.94B
SPY	4.98K + 11.04%	$567.81 - $607.81 $2.83M - $3.03M	50.1K $29.4B
DYNF	62.8K + 77.54%	$49.03 - $53.35 $3.08M - $3.35M	144K $7.37B
TTAC	46.8K + 79.15%	$64.72 - $70.85 $3.03M - $3.32M	106K $7.04B

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MTUM	6.93K New	$201.32 - $217.44 $1.39M - $1.51M	6.93K $1.43B
IXC	26.6K New	$36.95 - $43.06 $982K - $1.14M	26.6K $1.02B
IEMG	15.3K New	N/A	15.3K $800M
IQLT	18.2K New	$37.12 - $41.23 $677K - $752K	18.2K $677M
ZECP	19.1K New	$30.35 - $32.25 $579K - $615K	19.1K $581M
OEF	1.97K New	N/A	1.97K $568M

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-12.6K - 7.95%	$570.51 - $610.59 $7.19M - $7.69M	146K $85.8B
COWZ	-54.2K - 12.73%	$56.06 - $61.35 $3.04M - $3.32M	371K $21B
SSO	-17.5K - 12.07%	$87.92 - $99.73 $1.54M - $1.74M	127K $11.8B
JAAA	-24.4K - 13.62%	$50.62 - $50.97 $1.23M - $1.24M	155K $7.84B
XDJL	-36.6K - 21.08%	$33.56 - $35.21 $1.23M - $1.29M	137K $4.76B
XDJA	-38.4K - 18.5%	$27.78 - $28.52 $1.07M - $1.1M	169K $4.82B

Activity Summary All Purchases 103 New Holdings 27 Increased Positions 76 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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