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Ishares Us Etf Tr discretionary shares owned by Unique Wealth Strategies

Quarter-by-quarter ownership of Ishares Us Etf Tr discretionary (IEDI) shares owned by Unique Wealth Strategies from 13F filings

Historical chart of Unique Wealth Strategies investment in Ishares Us Etf Tr discretionary

Tip: Access up to 7 years of quarterly data

All positions including Ishares Us Etf Tr discretionary held by Unique Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Us Etf Tr discretionary by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $955k 19k 49.70

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
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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 Ishares Us Etf Tr discretionary

Citadel Advisors
Unique Wealth Strategies
Glenview Trust
Cambridge Investment Research Advisors
Susquehanna International
Ironwood Wealth Management
Advisor Group Holdings
IFP Advisors
Live Oak Investment Partners
Farther Finance Advisors
SJS Investment Consulting
CWM
Zrc Wealth Management
Wells Fargo & Company

View all funds holding Ishares Us Etf Tr discretionary