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Unilever shares owned by Modern Wealth Management

Quarter-by-quarter ownership of Unilever (UL) shares owned by Modern Wealth Management from 13F filings

Historical chart of Modern Wealth Management investment in Unilever

Tip: Access up to 7 years of quarterly data

All positions including Unilever held by Modern Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unilever by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $875k 14k 64.96
2024-03-31 $585k 11k 53.51

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Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
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Wisdomtree Tr Intrst Rate Hdge (AGZD)
T Rowe Price Etf Cap Appreciation (TCAF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Modern Wealth Management

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