Unique Wealth, LLC Innovator Etfs Tr U S Equity A Transaction History
Unique Wealth, LLC
- $480 Billion
- Q4 2024
A detailed history of Unique Wealth, LLC transactions in Innovator Etfs Tr U S Equity A stock. As of the latest transaction made, Unique Wealth, LLC holds 88,735 shares of XDOC stock, worth $2.62 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
88,735
Previous 109,200
18.74%
Holding current value
$2.62 Million
Previous $3.23 Billion
16.81%
% of portfolio
0.56%
Previous 0.74%
Shares
7 transactions
Others Institutions Holding XDOC
# of Institutions
10Shares Held
135KCall Options Held
0Put Options Held
0-
Wood Tarver Financial Group, LLC Boise, ID17.8KShares$526,4600.18% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ14.2KShares$418,6760.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA7.69KShares$226,9380.0% of portfolio
-
Blue Bell Private Wealth Management, LLC2.95KShares$87,0830.02% of portfolio
-
Dhjj Financial Advisors, Ltd.2.81KShares$82,9790.04% of portfolio