| |
|
|
| Name: |
UNIQUE WEALTH LLC |
| City: |
TAMPA |
| State: |
FL |
| Zip: |
33606 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
9 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MCD |
McDonalds Corp |
47 |
- |
$273.51 |
$916,000 |
3,249 |
0.26% |
-47,000 |
0 |
0 |
Restaurants |
|
|
VEA |
Vanguard Europe Pacific ETF |
51 |
- |
$49.56 |
$785,000 |
15,646 |
0.22% |
36,000 |
0 |
0.001 |
Closed - End Fund - F... |
|
|
CHE |
Chemed Corp |
56 |
- |
$568.37 |
$642,000 |
1,000 |
0.18% |
57,000 |
0 |
0.006 |
Consumer Services |
|
|
SNX |
Synnex Corp |
65 |
- |
$125.85 |
$400,000 |
3,539 |
0.11% |
19,000 |
0 |
0.004 |
Technical & System So... |
|
|
AOM |
iShares Trust |
66 |
- |
$42.78 |
$385,000 |
8,999 |
0.11% |
11,000 |
0 |
0.028 |
Closed - End Fund - Debt |
|
|
SCHM |
Schwab U.S. Mid-Cap Etf |
78 |
- |
$80.42 |
$291,000 |
3,578 |
0.08% |
22,000 |
0 |
0.003 |
N/A |
|
|
PLTR |
Palantir Technologies Inc |
82 |
- |
$21.65 |
$230,000 |
10,000 |
0.06% |
58,000 |
0 |
0.001 |
N/A |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
83 |
- |
$0.00 |
$227,000 |
2,477 |
0.06% |
1,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
AVPT |
AvePoint, Inc Class A |
86 |
- |
$8.71 |
$145,000 |
18,368 |
0.04% |
-6,000 |
0 |
0.01 |
N/A |
|
