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April 4, 2023
Unique Wealth LLC acquired a new stake in Chemed Co. (NYSE:CHE – Get Rating) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 1,000 shares of the company’s stock, valued at approximately $510,000. Several other institutional investors and hedge funds […]
April 4, 2023
Unique Wealth LLC acquired a new stake in Vanguard S&P 500 ETF (NYSEARCA:VOO – Get Rating) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 20,033 shares of the company’s stock, valued at approximately $7,039,000. Vanguard S&P 500 ETF accounts for 3.8% […]
April 4, 2023
Unique Wealth LLC acquired a new stake in Abbott Laboratories (NYSE:ABT – Get Rating) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 2,170 shares of the healthcare product maker’s stock, valued at approximately $238,000. Other institutional investors have also recently bought and […]
April 4, 2023
Nikulski Financial Inc. boosted its position in Costco Wholesale Co. (NASDAQ:COST – Get Rating) by 2.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 10,606 shares of the retailer’s stock after purchasing an additional 258 shares during the quarter. Costco Wholesale […]
April 4, 2023
Should You Buy or Sell Vanguard S&P 500 ETF Stock? Get The Latest VOO Stock Price, Constituents List, Holdings Data, and Headlines at MarketBeat.
April 12, 2022
Even if they dislike digital assets, wealth planners have a fiduciary duty to understand their confusing and murky tax treatment.
February 18, 2021
Newly launched wealth management firm Unique Wealth will target aspirational clients whose asset levels might see them overlooked by competitors.
February 12, 2021
Deal increases assets under influence to around £700m Unique Financial Planning has launched a wealth management division in a bid to attract more high-net worth clients and widen the scope of its offering. This follows the merger of Unique and part of Bright Blue Wealth (BBW), a Surrey-based wealth manager founded in 1999. Both businesses are part of Openwork. As part of the deal, BBW founder and owner Rhiannon Vallis and three advisers have merged with Unique to create Unique Wealth, based i...