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 $2.67 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

88,735

Previous 109,200 18.74%

Holding current value

$2.67 Million

Previous $3.23 Billion 16.81%

% of portfolio

0.56%

Previous 0.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$29.33 - $30.91 $600,238 - $632,573	-20,465 Reduced 18.74%	88,735 $2.69 Billion
Q3 2024 Oct 03, 2024	SELL	$28.65 - $29.61 $460,462 - $475,891	-16,072 Reduced 12.83%	109,200 $3.23 Billion
Q2 2024 Jul 18, 2024	BUY	$28.12 - $29.13 $18,952 - $19,633	674 Added 0.54%	125,272 $3.65 Billion
Q1 2024 Apr 11, 2024	BUY	$27.04 - $28.5 $2.13 Million - $2.25 Million	78,820 Added 172.18%	124,598 $3.55 Billion
Q4 2023 Jan 11, 2024	BUY	$24.21 - $27.26 $47,500 - $53,484	1,962 Added 4.48%	45,778 $1.25 Billion
Q3 2023 Oct 10, 2023	BUY	$24.47 - $25.05 $92,325 - $94,513	3,773 Added 9.42%	43,816 $1.1 Billion
Q2 2023 Jul 21, 2023	BUY	$23.0 - $24.53 $920,989 - $982,254	40,043 New	40,043 $982 Million

Others Institutions Holding XDOC

# of Institutions

Shares Held

135K

Call Options Held

Put Options Held

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About INNOVATOR ETFS TR U S EQUITY A

Ticker XDOC
Sector ETFs
Industry ETFs

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Unique Wealth, LLC Innovator Etfs Tr U S Equity A Transaction History