Unique Wealth, LLC Purchases and Sells in Q1 2025

Unique Wealth, LLC

$529 Billion
Q1 2025

Top Buys

Incresed Positions

82 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	79K + 29.41%	$74.85 - $84.89 $5.91M - $6.71M	348K $28.4B
QQQ	15.8K + 657.9%	$468.34 - $539.52 $7.41M - $8.53M	18.2K $8.54B
IEMG	125K + 816.2%	N/A	140K $7.58B
DYNF	129K + 89.47%	$48.06 - $53.73 $6.19M - $6.92M	273K $13.3B
TTAC	92K + 86.83%	$65.72 - $67.39 $6.04M - $6.2M	198K $12.6B
FBCG	158K + 105.22%	$40.1 - $48.7 $6.33M - $7.69M	308K $12.3B

New Holdings

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAVA	216K New	$61.9 - $66.89 $13.4M - $14.5M	216K $13.7B
JIRE	72K New	$58.04 - $65.84 $4.18M - $4.74M	72K $4.58B
FQAL	61.7K New	$63.12 - $69.13 $3.89M - $4.26M	61.7K $3.96B
ITOT	29.2K New	$120.29 - $134.6 $3.51M - $3.93M	29.2K $3.56B
DFRA	115K New	N/A	115K $3.28B
EMGF	48.8K New	$44.18 - $48.23 $2.16M - $2.35M	48.8K $2.28B

Top Sells

Reduced Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-35.8K - 24.57%	$554.06 - $615.85 $19.8M - $22.1M	110K $61.8B
SCHG	-295K - 27.08%	$24.91 - $29.02 $7.36M - $8.58M	796K $19.9B
COWZ	-172K - 46.29%	$53.6 - $58.97 $9.21M - $10.1M	199K $10.9B
SSO	-52.3K - 41.06%	$80.57 - $100.21 $4.21M - $5.24M	75.1K $6.21B
JAAA	-97.7K - 63.2%	$50.48 - $51.04 $4.93M - $4.99M	56.9K $2.89B
XDJL	-107K - 77.82%	$33.22 - $35.85 $3.54M - $3.83M	30.4K $1.03B

Activity Summary All Purchases 113 New Holdings 31 Increased Positions 82 All Sells 34 Reductions 34 Sold out 0 Calls 0 Puts 0

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