Unique Wealth, LLC LISTED FD TR Transaction History

Unique Wealth, LLC

  • $716 Billion
  • Q4 2025
Number of Shares
8,103
Previous 6,992 15.89%
Holding current value
$534 Million
Previous $454 Million 17.86%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 06, 2026
BUY
N/A
1,111 Added 15.89%
8,103 $534 Million
Q3 2025

Oct 21, 2025
SELL
N/A
-1,029 Reduced 12.83%
6,992 $454 Million
Q2 2025

Jul 22, 2025
SELL
N/A
-2 Reduced 0.02%
8,021 $445 Million
Q1 2025

Apr 11, 2025
SELL
N/A
-58 Reduced 0.72%
8,023 $368 Million
Q4 2024

Jan 13, 2025
SELL
N/A
-8,379 Reduced 50.91%
8,081 $440 Million
Q3 2024

Oct 03, 2024
SELL
N/A
-3,264 Reduced 16.55%
16,460 $785 Million
Q2 2024

Jul 18, 2024
BUY
N/A
2,181 Added 12.43%
19,724 $890 Million
Q1 2024

Apr 11, 2024
BUY
N/A
8,801 Added 100.67%
17,543 $687 Million
Q4 2023

Jan 11, 2024
BUY
N/A
8,742 New
8,742 $292 Million
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