Unique Wealth Strategies »

BlackRock shares owned by Unique Wealth Strategies

Quarter-by-quarter ownership of BlackRock shares owned by Unique Wealth Strategies from 13F filings

Historical chart of Unique Wealth Strategies investment in BlackRock

Tip: Access up to 7 years of quarterly data

All positions including BlackRock held by Unique Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in BlackRock by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $102k 122 833.70

More positions owned by Unique Wealth Strategies

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

Top funds holding BlackRock

Tandem Investment Advisors
Delta Accumulation
First Long Island Investors
Cibc World Markets
Mediolanum International Funds
Covington Investment Advisors
Ivy Lane Capital Management
Asset Planning Services
Investment Research & Advisory Group
Blue Edge Capital
Kirtland Hills Capital Management
Sterling Investment Advisors
Red Spruce Capital
Pinnacle West Asset Management
Dearborn Partners

View all funds holding BlackRock