Unique Wealth, LLC Purchases and Sells in Q2 2025

Unique Wealth, LLC

$619 Billion
Q2 2025

Top Buys

Incresed Positions

100 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	14.8K + 25.47%	$496.48 - $617.85 $7.34M - $9.14M	72.8K $45B
TTAC	73.6K + 37.18%	$68.45 - $70.76 $5.04M - $5.21M	271K $19.2B
DYNF	88K + 32.29%	$43.53 - $54.46 $3.83M - $4.79M	361K $19.6B
FBCG	61.7K + 20.03%	$35.12 - $48.24 $2.17M - $2.98M	370K $17.8B
NETZ	30.3K + 24.13%	N/A	156K $14B
EFA	10.3K + 2.96%	$72.96 - $90.39 $750K - $930K	358K $32B

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EUSA	45.3K New	$82.93 - $99.12 $3.75M - $4.49M	45.3K $4.49B
VTEB	80.2K New	$48.13 - $49.85 $3.86M - $4M	80.2K $3.93B
IYF	23.1K New	$99.23 - $120.99 $2.29M - $2.79M	23.1K $2.79B
SCHV	91.3K New	$23.55 - $27.67 $2.15M - $2.53M	91.3K $2.53B
VICTORY PORTFOLIOS II	13.8K New	N/A	13.8K $486M
AOK	12.3K New	$36.09 - $39.07 $445K - $482K	12.3K $482M

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OEF	-15.2K - 84.69%	N/A	2.75K $837M
COWZ	-41.9K - 21.03%	$47.46 - $55.3 $1.99M - $2.32M	157K $8.68B
JAAA	-41.1K - 72.25%	$49.79 - $50.75 $2.05M - $2.09M	15.8K $801M
FQAL	-20.7K - 33.59%	$57.29 - $69.63 $1.19M - $1.44M	41K $2.85B
ITOT	-9.28K - 31.79%	$108.12 - $135.04 $1M - $1.25M	19.9K $2.69B
MUNI	-15.2K - 30.71%	$50.34 - $51.86 $765K - $789K	34.3K $1.76B

Activity Summary All Purchases 127 New Holdings 27 Increased Positions 100 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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