In a recent 13F-HR filing, Unique Wealth, LLC disclosed its holdings as of the reporting period. The filing is significant as it provides investors and the public with insights into the investment decisions made by the company. By detailing the securities held, purchased, and sold, the filing offers transparency and helps in understanding Unique Wealth, LLC’s investment strategy.
Unique Wealth, LLC is an investment advisory firm based in the United States. The company offers a range of financial services and investment solutions to its clients. With the information provided in the 13F-HR filing, investors can gain a better understanding of Unique Wealth, LLC’s portfolio composition and potentially make more informed investment decisions.
Form 13F-HR is a quarterly report filed with the Securities and Exchange Commission by institutional investment managers with at least $100 million in assets under management. The form requires disclosure of information on the manager’s investment holdings, including the names of specific securities and their respective quantities. This transparency is aimed at providing investors with greater visibility into the investment activities of large institutional managers like Unique Wealth, LLC.
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Unique Wealth, LLC (0001957124) Files 13F-HR Form with SEC
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