Uniting Wealth Partners, LLC
Holdings in ADX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $520,175 | 22,306 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $487,634 | 21,867 | Shares | Sole | 2025-11-07 |
| 2025-06-30 | $464,984 | 21,418 | Shares | Sole | 2025-08-05 |
| 2025-03-31 | $387,130 | 20,386 | Shares | Sole | 2025-04-25 |
| 2024-12-31 | $383,719 | 18,996 | Shares | Sole | 2025-02-12 |