Unique Wealth, LLC Purchases and Sells in Q3 2024

Unique Wealth, LLC

$437 Billion
Q3 2024

Top Buys

Incresed Positions

51 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	9.49K + 26.63%	$517.38 - $573.86 $4.91M - $5.45M	45.1K $25.9B
AGG	56K + 33.83%	$96.25 - $101.98 $5.39M - $5.71M	222K $22.4B
EFA	53.9K + 30.55%	$75.32 - $84.37 $4.06M - $4.55M	230K $19.3B
MUB	35.4K + 29.14%	$106.13 - $108.7 $3.76M - $3.85M	157K $17B
IWR	25.1K + 30.83%	$79.92 - $88.19 $2.01M - $2.22M	107K $9.39B
ACWI	18K + 56.59%	$107.24 - $119.84 $1.93M - $2.16M	49.8K $5.96B

New Holdings

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	81K New	$44.24 - $49.47 $3.58M - $4.01M	81K $4.01B
TTAC	59.1K New	$58.5 - $65.18 $3.46M - $3.85M	59.1K $3.85B
FBCG	76.1K New	$37.45 - $44.25 $2.85M - $3.37M	76.1K $3.26B
BLACKROCK ETF TRUST II	52.6K New	N/A	52.6K $2.82B
NETZ	32.6K New	$64.24 - $74.15 $2.09M - $2.41M	32.6K $2.41B
FBND	47.9K New	$44.65 - $47.21 $2.14M - $2.26M	47.9K $2.24B

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
COWZ	-86.8K - 16.95%	$53.41 - $57.9 $4.64M - $5.03M	425K $24.6B
SCHG	-35.9K - 10.73%	$92.63 - $105.69 $3.32M - $3.79M	299K $31.1B
QYLD	-143K - 37.41%	$16.42 - $18.12 $2.35M - $2.59M	239K $4.32B
JEPI	-40.3K - 42.1%	$54.98 - $59.51 $2.22M - $2.4M	55.4K $3.3B
SPYI	-38.3K - 38.43%	N/A	61.4K $3.14B
JAAA	-31.4K - 14.93%	$50.52 - $50.95 $1.59M - $1.6M	179K $9.11B

Activity Summary All Purchases 82 New Holdings 31 Increased Positions 51 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Unique Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Unique Wealth, LLC with notifications on news.