Unique Wealth, LLC ZACKS TRUST Transaction History

Unique Wealth, LLC

  • $529 Billion
  • Q1 2025
Number of Shares
10,190
Previous 6,860 48.54%
Holding current value
$308 Million
Previous $228 Million 35.46%
% of portfolio
0.06%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
N/A
3,330 Added 48.54%
10,190 $308 Million
Q4 2024

Jan 13, 2025
BUY
N/A
6,860 New
6,860 $228 Million
Track This Portfolio

Track Unique Wealth, LLC Portfolio

Follow Unique Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email