Unique Wealth, LLC ZACKS TRUST Transaction History

Unique Wealth, LLC

  • $716 Billion
  • Q4 2025
Number of Shares
21,571
Previous 19,154 12.62%
Holding current value
$572 Million
Previous $483 Million 18.37%
% of portfolio
0.08%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 06, 2026
BUY
N/A
2,417 Added 12.62%
21,571 $572 Million
Q3 2025

Oct 21, 2025
BUY
N/A
19,154 New
19,154 $483 Million
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