Unique Wealth, LLC ZACKS TRUST Transaction History

Unique Wealth, LLC

  • $619 Billion
  • Q2 2025
Number of Shares
12,144
Previous 10,190 19.18%
Holding current value
$412 Million
Previous $308 Million 33.49%
% of portfolio
0.07%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
N/A
1,954 Added 19.18%
12,144 $412 Million
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
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