Unique Wealth, LLC ZACKS TRUST Transaction History

Unique Wealth, LLC

  • $716 Billion
  • Q4 2025
Number of Shares
13,796
Previous 12,193 13.15%
Holding current value
$510 Million
Previous $455 Million 12.06%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 06, 2026
BUY
N/A
1,603 Added 13.15%
13,796 $510 Million
Q3 2025

Oct 21, 2025
BUY
N/A
49 Added 0.4%
12,193 $455 Million
Q2 2025

Jul 22, 2025
BUY
N/A
1,954 Added 19.18%
12,144 $412 Million
Q1 2025

Apr 11, 2025
BUY
N/A
3,330 Added 48.54%
10,190 $308 Million
Q4 2024

Jan 13, 2025
BUY
N/A
6,860 New
6,860 $228 Million
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