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Unique Wealth Strategies’s Nasdaq NDAQ Stock Holding History

Unique Wealth Strategies’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-37
Closed -$2.33K – 506
2024
Q2 		$2.33K Buy
+37
New +$2.24K ﹤0.01% 465

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TB
Thoma Bravo Chicago, Illinois $6.65B AUM 29.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Unique Wealth Strategies's NDAQ Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Nasdaq (NDAQ) in Q3 2024, closing a stake of 37 shares — an estimated $2.33K sold.

Unique Wealth Strategies first reported a position in NDAQ in Q2 2024 and held it in 1 quarter. The position peaked at $2.33K in Q2 2024. 838 funds tracked by Wall St. Rank hold NDAQ as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Nasdaq position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 37 Nasdaq shares in Q3 2024, an estimated $2.33K.
  • Unique Wealth Strategies first reported a position in Nasdaq in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Nasdaq position peaked at $2.33K in Q2 2024.
  • 838 funds tracked by Wall St. Rank held Nasdaq as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.