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Installed Bldg Prods shares owned by Unique Wealth Strategies

Quarter-by-quarter ownership of Installed Bldg Prods (IBP) shares owned by Unique Wealth Strategies from 13F filings

Historical chart of Unique Wealth Strategies investment in Installed Bldg Prods

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Installed Bldg Prods by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $479k 1.9k 258.78

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 Installed Bldg Prods

Vanguard Group
Bamco
Dimensional Fund Advisors
Giverny Capital
Van Berkom & Associates
Vaughan Nelson Investment Management
Channing Capital Management
Daniel D. Thurber
Goldman Sachs Group
Charles Schwab Investment Management
William Blair Investment Management
Pertento Partners
Bank of New York Mellon
Norges Bank Investment Management
Royal Bank of Canada

View all funds holding Installed Bldg Prods