Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNIQUE WEALTH LLC | 04-11-2024 | 03-31-2024 | 86 | 354,186,640 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EATON CORP PLC | SHS | 51 | $911,462 | 2,915 | 0.00 | 0.00 | 1,835 | 169.91 | 03-31-2024 |
| HOME DEPOT INC | COM | 52 | $901,781 | 2,351 | 0.00 | 0.00 | 121 | 5.43 | 03-31-2024 |
| MERCK & CO INC | COM | 53 | $854,111 | 6,473 | 0.00 | 0.00 | 1,641 | 33.96 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 54 | $784,944 | 15,646 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
