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Ufp Industries shares owned by Unique Wealth Strategies

Quarter-by-quarter ownership of Ufp Industries (UFPI) shares owned by Unique Wealth Strategies from 13F filings

Historical chart of Unique Wealth Strategies investment in Ufp Industries

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ufp Industries by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $745k 6.1k 123.01

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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 Ufp Industries

Vanguard Group
Dimensional Fund Advisors
Franklin Resources
Victory Capital Management
Allspring Global Investments Holdings
Charles Schwab Investment Management
T. Rowe Price Associates
Royce & Associates
Norges Bank Investment Management
Bank of New York Mellon
Jpmorgan Chase & Co
Goldman Sachs Group
AQR Capital Management
Copeland Capital Management
Jennifer Ranahan

View all funds holding Ufp Industries