Unique Wealth, LLC Innovator Etfs Tr U S Equity A Transaction History

Unique Wealth, LLC

$480 Billion
Q4 2024

A detailed history of Unique Wealth, LLC transactions in Innovator Etfs Tr U S Equity A stock. As of the latest transaction made, Unique Wealth, LLC holds 88,735 shares of XDOC stock, worth $2.77 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

88,735

Previous 109,200 18.74%

Holding current value

$2.77 Million

Previous $3.23 Billion 16.81%

% of portfolio

0.56%

Previous 0.74%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	SELL	$29.33 - $30.91 $600,238 - $632,573	-20,465 Reduced 18.74%	88,735 $2.69 Billion
Q3 2024 Oct 03, 2024	SELL	$28.65 - $29.61 $460,462 - $475,891	-16,072 Reduced 12.83%	109,200 $3.23 Billion
Q2 2024 Jul 18, 2024	BUY	$28.12 - $29.13 $18,952 - $19,633	674 Added 0.54%	125,272 $3.65 Billion
Q1 2024 Apr 11, 2024	BUY	$27.04 - $28.5 $2.13 Million - $2.25 Million	78,820 Added 172.18%	124,598 $3.55 Billion
Q4 2023 Jan 11, 2024	BUY	$24.21 - $27.26 $47,500 - $53,484	1,962 Added 4.48%	45,778 $1.25 Billion
Q3 2023 Oct 10, 2023	BUY	$24.47 - $25.05 $92,325 - $94,513	3,773 Added 9.42%	43,816 $1.1 Billion
Q2 2023 Jul 21, 2023	BUY	$23.0 - $24.53 $920,989 - $982,254	40,043 New	40,043 $982 Million

Others Institutions Holding XDOC

# of Institutions

Shares Held

140K

Call Options Held

Put Options Held

View Full List

About INNOVATOR ETFS TR U S EQUITY A

Ticker XDOC
Sector ETFs
Industry ETFs

More about XDOC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Unique Wealth, LLC, based on Form 13F filings with the SEC.

News

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

Account

Unique Wealth, LLC Innovator Etfs Tr U S Equity A Transaction History