Number of Shares
4,381
Holding current value
$186 Million
% of portfolio
0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
N/A
4,381 New
4,381 $186 Million
Q4 2023

Feb 05, 2024

BUY
N/A
25,516 New
25,516 $1.04 Billion
Track This Portfolio

Track Unique Wealth Strategies, LLC Portfolio

Follow Unique Wealth Strategies, 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 Strategies, LLC, based on Form 13F filings with the SEC.

News

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